Armed forces veterans going through “their darkest times” were among beneficiaries as an advice firm run by a Chartered Financial Planner sought to hail ‘unsung heroes’ with cash awards to 12 charities.
Read more ...'Darkest times' - armed forces among causes aided by advice firm
- Friday, 21 October 2016
- Articles

Aegon: We didn't pay too much for Cofunds
- Friday, 21 October 2016
- Articles

Platforms of the future will need to be £60bn or more, an Aegon boss says, as he dismissed the suggestion that the firm paid too much for Cofunds recently.
Read more ...Certified Financial Planners: Goal set for nearly 100,000 more
- Monday, 24 October 2016
- Articles

A global Financial Planning body wants to see the number of Certified Financial Planners across the world swell by 100,000 in the next nine years.
Read more ...New Treasury financial services supremo unveiled
- Monday, 24 October 2016
- Articles

Luxury life accountant jailed after trio 'stole' £6.9m in UK taxes
- Monday, 24 October 2016
- Articles

An accountant who was part of a trio that stole £6.9 million in UK taxes and used it to fund luxury lifestyles has been jailed.
Read more ...'Don't shackle £500 pension advice allowance with age limit'
- Monday, 24 October 2016
- Articles

The Treasury must avoid putting shackles on the new Pensions Advice Allowance that could deter younger savers engaging with their retirement planning, a pensions firm says.
Read more ...More IFAs stop selling life insurance and critical illness cover
- Monday, 24 October 2016
- Articles

Nearly three quarters of IFAS believe there is a growing threat of people failing to have enough life insurance and critical illness cover because fewer intermediaries are selling it.
Read more ...Wealth firm advising schools such as Eton bought for £5m
- Monday, 24 October 2016
- Articles

A Buckinghamshire-based wealth manager specialising in advice to schools has been snapped up in a takeover deal worth over £5 million.
Read more ...FCA accused of 'deep culture of box-ticking'
- Tuesday, 25 October 2016
- Articles

The FCA and PRA have been accused of having “a deep seated culture of box-ticking”.
Read more ...Ex-IFP President lands major global Financial Planning role
- Tuesday, 25 October 2016
- Articles

A former president of the Institute of Financial Planning has been elected to a leading role at the worldwide body for Financial Planners.
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