Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

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CISI's Financial Planners' fears over cost of Pensions Dashboard

The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.

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Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

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Financial Planners ‘storm’ PFS Forces event in Bolton

Stormtroopers, TIE fighters and Jedis have formed an unlikely alliance with Financial Planners as the PFS Forces conference jumped to hyperspace in Bolton this morning.

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