Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
Read more ...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles

Standard Life partners with Key for equity release
- Tuesday, 14 September 2021
- Articles

Standard Life, now part of savings and retirement business Phoenix Group, is to partner with Key to launch a range of lifetime mortgage products under the new Standard Life Home Finance brand.
Read more ...Families 'overpaid' £280m IHT on insurance payouts
- Tuesday, 14 September 2021
- Articles

Over £280m of inheritance tax may have been unnecessarily paid on life insurance policies in 2018/19 which could have been avoided if the policies had been written in trust, according to a leading Chartered Financial Planner.
Read more ...Exclusive: Means-testing 'threat' for State Pension
- Wednesday, 15 September 2021
- Articles

A Financial Planner has told Financial Planning Today he believes the State Pension could be under threat of means-testing following the Government's decision to suspend the pensions triple lock for a year.
Read more ...Fear of losses holding back potential investors
- Thursday, 16 September 2021
- Articles

The risk of losing money is the reason why almost half (47%) of consumers are reluctant to invest, according to a new report.
Read more ...Special Offer on Financial Planning Today Magazine
- Friday, 22 October 2021
- Articles

The latest issue of Financial Planning Today Magazine is now out and we're pleased to bring you a complimentary link to preview the issue plus a special subscription offer.
Read more ...PFS re-elects President as debate on body’s future goes on
- Wednesday, 15 September 2021
- Articles

The directors of the PFS have re-elected Sarah Lord as President of the Personal Finance Society for a second term as debate on the future of the professional body goes on.
Read more ...Record jump in CPI from 2% to 3.2%
- Wednesday, 18 August 2021
- Articles

CPI inflation leapt in August by a record amount from 2% to 3.2% after a significant fall the previous month.
Read more ...Fintel sells fund arm to Tatton in partnership deal
- Wednesday, 15 September 2021
- Articles

Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.
Read more ...FCA promises conditional cut to FSCS levy
- Wednesday, 15 September 2021
- Articles

The FCA has promised to reduce the FSCA levy from 2025 by 10% a year - but only if it can reduce the number of consumers being harmed by rogue financial services companies.
Read more ...