Event on failures and successes in Financial Planning

A Financial Planning event will allow delegates to hear the successes and failures of their peers and provide a “shortcut to success.”

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IFA couple banned for abusing assets at insolvent firm

A married couple who were directors of an IFA company have been disqualified for taking assets from an insolvent company.

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New website to help millennials engage with finance

Investment firm Schroders has launched a new website aimed at getting millennials into finance.

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Nicola Watts: DB Pensions and the PI Challenge – are we in trouble?

Towards the end of last year I was invited to sit as part of a panel at a conference - a discussion on defined benefit pensions.

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PIMFA urges rethink on contingent charging ban

PIMFA has defended contingent charging in a robust response to the FCA’s consultation on improving the quality of pension transfer advice.

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AJ Bell launches passive fund with ‘global outlook’

AJ Bell has launched a new fund adding a higher expected return option to its passive multi-asset range. 

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Number of retirees to surge 19% in 10 years

The number of people aged 65 and over in England is expected to grow by 19% between mid-2016 and mid-2026, according to ONS projections released today.

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Ex-FCA expert Percival to join Paraplanners online

Paraplanners can sign up to a new online ‘Howwow’ where experts, including former FCA technical specialist Rory Percival, will answer questions.

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Standard Life-owned software firm unveils new cashflow modeller

Adviser software provider Focus Solutions, a business owned by Standard Life but run as an independent operation, has joined a growing list of firms offering new cashflow modelling tools of the type used by many Financial Planners.

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1.7m clients ‘at risk’ without Lasting Power of Attorney

New findings revealed a Pensions Freedoms ‘blind spot’ because 79% of clients had failed to set up a Lasting Power of Attorney.

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