A Chartered Financial Planner who has lost his brother and one of his longest standing clients to cancer has raised £10,000 by cycling from Venice to Rome.
Read more ...It took my brother and client - planner's ride inspired by loss
- Friday, 14 October 2016
- Articles

FCA finds “poor behaviour” in a sample of annuity sales
- Friday, 14 October 2016
- Articles

The Financial Conduct Authority is to order a number of firms to review annuity sales back to 2008 after finding evidence of “concerns” but says its review of non-advised annuity sales found no widespread “systemic” problems.
Read more ...‘Shattered’ retirement plans: Campaign going to court
- Friday, 14 October 2016
- Articles

A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans is heading for the courts.
Read more ...'I want my story of beating cancer to help save more lives'
- Friday, 14 October 2016
- Articles

A Financial Planning firm’s first ever apprentice wants her story of beating cancer aged just 22 to help save the lives of other young women.
Read more ...Tilney: We want a pensions bonfire this Autumn
- Friday, 14 October 2016
- Articles

A Financial Planning firm’s MD claims ex-Chancellor George Osborne was “possessed with an inner-Gordon Brown” and called for pension complexities to be scrapped by his successor.
Read more ...LISA costs revealed: Treasury facing future £830m bill
- Monday, 17 October 2016
- Articles

The new Lifetime ISA is set to cost the Government £830m by the 2020-21 financial year.
Read more ...Plans unveiled for £50m Financial Planning firm
- Monday, 17 October 2016
- Articles

A Financial Planning firm has been taken over as part of plans to create a £50m business with 50 advisers within the next ten years.
Read more ...'Size doesn't matter' FCA expert replaces Rory Percival
- Monday, 17 October 2016
- Articles

An FCA expert who dismissed claims that due diligence is too time-consuming and too cost-prohibitive for small firms will take over from technical specialist Rory Percival.
Read more ...Financial Planners: Clients being pushed into early retirement
- Monday, 17 October 2016
- Articles

NHS doctors, dentists, and teachers are being pushed into early retirement by lifetime allowance changes, Financial Planning firms have reported.
Read more ...Chartered Financial Planning firm buys IFA
- Monday, 17 October 2016
- Articles

Chartered Financial Planning business Fairstone Group has bought an IFA firm in West London.
Read more ...