The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.
Read more ...Cofunds/Aegon platform to be ‘most user friendly’ in market
- Friday, 28 July 2017
- Articles

Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.
Read more ...‘Dreadful year’ client rescued by Chartered planner’s cashflow plan
- Thursday, 27 July 2017
- Articles

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.
Read more ...Spike in SJP clients’ interest in DB transfers
- Thursday, 27 July 2017
- Articles

St James’s Place says there is increasing interest in DB transfers among its clients but it remains ‘cautious’ in its approach.
Read more ...New QROPS figures reveal extent of the 'continued decline'
- Thursday, 27 July 2017
- Articles

The number and total value of transfers to QROPS fell significantly in 2016-17 compared to the year before.
Read more ...‘Floodgates open for conmen’ – Scams target 1.8m in 3 months
- Thursday, 27 July 2017
- Articles

Potential scammers have targeted 1.8m people aged over 50 in the last three months, according to a new report.
Read more ...Financial Planner husband and wife lose plea over FCA ban
- Wednesday, 26 July 2017
- Articles

A husband and wife who ran a Financial Planning business before being banned by the FCA have lost a bid to unveil documents related to the case against them.
Read more ...New FCA senior boss regime to affect advisers and almost all firms
- Wednesday, 26 July 2017
- Articles

A new regime to make senior bosses more accountable for their conduct and competence will be extended to almost all finance sector firms under FCA plans outlined this morning.
Read more ...PLSA appoints new chief executive
- Wednesday, 26 July 2017
- Articles

The Pensions and Lifetime Savings Association has appointed a former Department for Education employee as its new chief executive.
Read more ...New group aims to conquer planners’ top 3 fears
- Tuesday, 25 July 2017
- Articles

An up and coming group of Financial Planners aims to conquer the three biggest fears of planners.
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