Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.
Read more ...Julie Lord: Planning firms must adapt service for older clients
- Wednesday, 19 July 2017
- Articles

Planning firm's challenge features ex-England star
- Wednesday, 19 July 2017
- Articles

A three time Ashes winning ex-England cricket star has joined a Financial Planning firm’s nine-day 850-mile cycle challenge.
Read more ...New law ‘empowers people to take control of finance’
- Wednesday, 19 July 2017
- Articles

FinTech firms will get powers to access data from all of a consumer’s bank accounts.
Read more ...Live: State pension age rise to be brought forward
- Wednesday, 19 July 2017
- Articles

LIVE
The rise in the state pension age from 67 to 68 will be brought forward, it has just been announced in Parliament.
Read more ...Deaths among over 75s fall but increase for 65-74 age range
- Thursday, 20 July 2017
- Articles

‘Financial Planning’ firm and FCA transfer ban business on failed list
- Thursday, 20 July 2017
- Articles

A firm told to cease all regulated activity by the FCA after it breached an agreement to stop advising on pension transfers and another, named Financial Planning & Investment Limited, have both been declared in default.
Read more ...Live: Fall out from state pension age rise move continues
- Thursday, 20 July 2017
- Articles

The fall out has continued this morning after the Government announced yesterday that the rise in the state pension age from 67 to 68 will be brought forward.
Read more ...Tilney hiring spree - Santander manager joins as Financial Planner
- Thursday, 20 July 2017
- Articles

Financial Planning business Tilney has added another Financial Planner to its ranks as its hiring spree continues.
Read more ...Festival of Financial Planning gets 'Fintech Startup Café'
- Wednesday, 24 May 2017
- Articles

The Festival of Financial Planning in November will feature a “Fintech Startup Café”.
Read more ...Chartered planner's new extensive Financial Planning course
- Friday, 21 July 2017
- Articles

A Chartered Financial Planner’s firm plans to launch a new extensive Financial Planning course.
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