An FCA boss will be busting myths as part of a Paraplanning training day completely dedicated to report writing.
Read more ...FCA boss to bust myths on report writing for Paraplanners
- Thursday, 22 June 2017
- Articles

Greg Kingston appointed to Suffolk Life board
- Thursday, 22 June 2017
- Articles

Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.
Read more ...Chartered Financial Planner hired as partner by London firm
- Thursday, 22 June 2017
- Articles

Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.
Read more ...£51m IPO for DFM challenging firms ‘only for very wealthy’
- Thursday, 22 June 2017
- Articles

A DFM aiming to challenge rival firms whose services are reserved “only for the very wealthy” is set to launch a £51.6 million initial public offering.
Read more ...Planner’s retirement rescue for seriously ill client
- Thursday, 22 June 2017
- Articles

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
Read more ...DB transfer attitude ‘outdated, past sell-by date’
- Wednesday, 21 June 2017
- Articles

Pension experts, including the former Pensions Minister have backed the scrapping of ‘outdated’ guidance on DB transfers, saying that change was “long overdue” and the regulatory framework was “past its sell-by date”.
Read more ...Tilney job spree goes on: Chartered Financial Planner joins
- Friday, 23 June 2017
- Articles

Financial Planning business Tilney has added another Chartered Financial Planner to its ranks as its hiring spree continues.
Read more ...Adviser firm wound up after two FOS complaints upheld
- Friday, 23 June 2017
- Articles

Bedford-based financial adviser firm Total Wealth Solutions is being voluntarily wound up after the firm had a complaint upheld against it by the Financial Ombudsman Service over pension transfer advice to move a client's money to a fund linked to a Brazilian rainforest scheme.
Read more ...SJP hires ex-Towry Chartered planner
- Friday, 23 June 2017
- Articles

St. James’s Place has hired a former Towry and Prudential Chartered Financial Planner as head of business for its academy in Manchester.
Read more ...FCA examines clients' grasp of cashflow model outcomes
- Monday, 26 June 2017
- Articles

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
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