Paraplanners can sign up to a new online ‘Howwow’ where experts, including former FCA technical specialist Rory Percival, will answer questions.
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.
New findings revealed a Pensions Freedoms ‘blind spot’ because 79% of clients had failed to set up a Lasting Power of Attorney.
A former FCA director has joined Huntswood, a consultancy and recruitment company.
Falling CPI inflation has been welcomed by sector experts.
Financial Planner and wealth manager Tilney has expanded with a new office in Kent.
A pensions expert has spoken of the personal risks he faced when helping members of the BSPS pension scheme affected by the recent transfer debacle.
The CISI has appointed a new President to head its Liverpool branch.
Wealth manager St James's Place plc has announced that senior independent director and former Yorkshire Building Society chief executive Iain Cornish is to become its new chairman, replacing Sarah Bates who is retiring.
The AMPS conference in London today featured a warning on the increasing proliferation of ‘ambulance chaser’ companies seeking to press claims against SIPP providers.