Advisers will be asked to tell clients that the annuity they are being recommended may not produce the best annual income if the firm lacks details of all market rates.
Read more ...FCA tells advisers to inform clients on best annuity rates
- Tuesday, 30 May 2017
- Articles

Chartered firm boss: I escaped sales and found Financial Planning
- Thursday, 18 May 2017
- Articles

Joss Harwood, co-director of Chartered Financial Planning firm Eldon Financial Planning, recently told Financial Planning Today she will retire at the end of this year after 40 years in financial services.
Read more ...The Financial Planning firm with a beach in the office
- Wednesday, 22 March 2017
- Articles

Financial Planning Today magazine has gone inside the business built by Bestinvest’s founder John Spiers.
Read more ...Pensions body reveals new chairman
- Tuesday, 30 May 2017
- Articles

The Pensions and Lifetime Savings Association has revealed its new chairman.
Read more ...Report: People don't trust robo and prefer human advisers
- Wednesday, 31 May 2017
- Articles

People are deeply sceptical about robo-advice and prefer human financial advisers, research has indicated.
Read more ...IP Tax doubles – tomorrow’s rise ‘raid on the responsible’
- Wednesday, 31 May 2017
- Articles

Insurance Premium Tax is set to rise to 12% tomorrow – meaning it has doubled in under two years.
Read more ...Finding Paraplanners: Chartered Financial Planners reveal tips
- Wednesday, 31 May 2017
- Articles

Recruiting and training new Paraplanners will be the central theme of an online seminar later today.
Read more ...FCA strips 3 firms of permissions over unpaid fees
- Wednesday, 31 May 2017
- Articles

The FCA has stripped three firms of their regulatory permissions due to unpaid levies and fees.
Read more ...Your view: How do you rate the health and direction of the Financial Planning profession?
- Wednesday, 31 May 2017
- Articles

Financial Planning Today website and magazine is offering you a chance to have your say on the health and direction of the Financial Planning profession.
Read more ...Financial Planning firm bought in a deal worth £5.6 million
- Thursday, 01 June 2017
- Articles

A Financial Planning business has been bought in a deal worth up to £5.6 million, becoming the seventh to be acquired this year by AFH.
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