A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.
Cashflow modelling is the “only authentic way” to assess a client’s risk.
Schroders has reported a 36% increase in wealth management profit before tax.
Four out of ten law firms are failing to form partnerships with financial advisers including Financial Planners – despite lacking know-how to deal with a flood of retirement-related client enquiries.
Firms must inform consumers how much they could gain from shopping around and switching provider before they buy an annuity, under new rules which take effect today.
A Chartered Financial Planning firm has won the contract to advise Premium Bonds £1 million jackpot winners.
A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.
The PFS is to stage a new series of dedicated Financial Planning events this summer.
A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.