The Personal Finance Society has welcomed its youngest ever Fellow, aged 22, to its ranks today, along with 433 new Chartered, Associate and Fellow members.
Read more ...259 Chartered planners and youngest Fellow join PFS ranks
- Friday, 21 April 2017
- Articles

Rory Percival: DB transfer event couldn't be more important
- Friday, 21 April 2017
- Articles

Former FCA technical specialist Rory Percival says an event on Defined Benefit pension transfers “couldn't be more important” for advisers.
Read more ...Percival urges planners: Move to non-contingent charging on DB
- Friday, 21 April 2017
- Articles

Former FCA technical specialist Rory Percival has urged Financial Planners and advisers to move to non-contingent charging on DB transfers.
Read more ...Joanne Segars exits as pensions body chief
- Thursday, 20 April 2017
- Articles

Joanne Segars, the Pensions and Lifetime Savings Association chief executive, is to leave after a decade in charge.
Read more ...Election may harm Chartered planner's pensions cold call ban bid
- Thursday, 20 April 2017
- Articles

A quick ban on pensions cold calling could be scuppered by the snap election, campaigners fear.
Read more ...4 Paraplanner bosses reveal outsourced success secrets
- Thursday, 20 April 2017
- Articles

Four outsourced Paraplanning bosses will be sharing the secrets to successfully setting up and running a firm like theirs.
Read more ...Failed Financial Planning firm named today by FSCS
- Thursday, 20 April 2017
- Articles

A business described as a Financial Planning firm is among a list of 19 failed firms revealed today.
Read more ...Abraham Okusanya releases new app for Financial Planners
- Thursday, 20 April 2017
- Articles

Abraham Okusanya has finalised his new app for Financial Planners which allows them to calculate sustainable withdrawal rates from a retirement portfolio.
Read more ...Asset firm boss starts ‘biggest tactical voting drive ever’
- Wednesday, 19 April 2017
- Articles

The founder of an asset manager business is part of a group aiming for the “biggest tactical voting drive ever” in order to “stop extreme Brexit”.
Read more ...Pension tax relief may return to spotlight due to election
- Wednesday, 19 April 2017
- Articles

Changes to pensions and savings could again be on the agenda as a result of the snap General Election, a veteran expert believes.
Read more ...