The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.

Justin Urquhart Stewart has called for a ‘national conversation’ to tackle ignorance on retirement planning.

Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017.

The ombudsman has ruled against an advisory firm over a Sipp transfer for which the introducer was unregulated, despite “limited evidence” it was providing advice.

Financial Planning firm Tilney increased its adviser numbers by nearly 200 last year, it has revealed today, as it declared its ambition to become the UK‘s leading wealth management business.

Nearly half of 18-35 year-olds want to do all of their Financial Planning on a smartphone.

Last week Richard Allum told FP Today that Caroline Stuart will succeed him in heading up the national Paraplanners Powwow.

A pensions business is immediately halting advice on DB pensions transfers, following discussions with the regulator.

A Chartered Financial Planner has joined the fight to find cures for two devastating diseases after one claimed the life of a 12 year-old boy.

Inspectors from the The Pensions Regulator have been sent to visit businesses in the Greater Manchester area as part of investigations into compliance.