Exclusive: Help us reshape PFS urges CII chair

Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.


Planners expect remote working to continue

The majority of Financial Planners expect some degree of remote working to continue over the next 12 months, according to our annual survey.


Financial Planners positive about the future

More Financial Planners are positive about the coming 12 months (86%) than were positive last year (83%) according to Financial Planning Today magazine’s annual Financial Planning Survey.


Younger clients 'overlooked and underserved' by traditional planners

Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.

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