A ‘disturbing’ report has intimated that as many as 3 in 10 people using the pension freedoms have taken out funds only to put them in a bank account.
Read more ...'Disturbing' report: Retirement cash just going into bank
- Thursday, 25 August 2016
- Articles

New EIS Diploma focuses on Financial Planning
- Thursday, 25 August 2016
- Articles

A Financial Planner who has taken the helm at the Enterprise Investment Scheme Association has launched a new EIS Diploma which he hopes will soon become a standard qualification for advisers.
Read more ...Planner: If you fail to embrace change you'll be left behind
- Friday, 26 August 2016
- Articles

A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.
Read more ...PFS and APFA meet FCA over ineffective suitability reports
- Friday, 26 August 2016
- Articles

The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.
Read more ...STEP tells HMRC: Don’t deter legitimate tax planning
- Friday, 26 August 2016
- Articles

The Society for Trust and Estate Practitioners has urged the Government not to make advisers shy away from legitimate tax planning.
Read more ...Paraplanning boss speaks up against new standard
- Friday, 26 August 2016
- Articles

The CISI told Financial Planning Today this week it was due to hold further talks with counterparts at the CII over moves to develop a Paraplanning standard.
Read more ...Financial Planning group buys network of advisers for £4m
- Tuesday, 30 August 2016
- Articles

A Financial Planning business has bought a network of advisers for about £4m.
Read more ...Rise in income protection policies for first time since 2007
- Tuesday, 30 August 2016
- Articles

The number of individual income protection policies has increased for the first time since 2007, new figures have shown.
Read more ...Care cost planning shunned by 60% taking pension cash
- Tuesday, 30 August 2016
- Articles

About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.
Read more ...Planner's fear over new Sipp rules taking effect this week
- Tuesday, 30 August 2016
- Articles

A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.
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