Financial Planners are to get online access to information about their clients’ NS&I holdings as part of a web services upgrade.
Read more ...NS&I: Advisers to get online access to client holdings
- Thursday, 12 January 2017
- Articles

Surge in enquiries about transfer of UK pensions overseas
- Thursday, 12 January 2017
- Articles

Considerable interest is being shown in transferring UK pensions into overseas schemes, two advisory firms have told Financial Planning Today.
Read more ...Female adviser jailed for 8 years over £6million investment fraud
- Thursday, 12 January 2017
- Articles

A former financial adviser has been jailed for eight and a half years over investment fraud totalling more than £6 million.
Read more ...New Paraplanning standard 'not a competition'
- Wednesday, 11 January 2017
- Articles

An organisation that has pledged to set up the much-discussed Paraplanner standard says it needs to be “a collaborative effort rather than a competition”.
Read more ...'Fairness threat': Retiree income surges as non-retired falls
- Wednesday, 11 January 2017
- Articles

The income for retired households has grown by 13% since the financial crash of 2008.
Read more ...Men more likely than women to complete tax return on time
- Wednesday, 11 January 2017
- Articles

Over 180 discretionary solutions in new DFM directory
- Wednesday, 11 January 2017
- Articles

A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.
Read more ...Planning firm signs third Charles Stanley team member
- Wednesday, 11 January 2017
- Articles

A Financial Planning firm has signed a third member of Charles Stanley's private client team, appointing her as Financial Planning executive.
Read more ...Ex-Financial Planner entices advisers to EISA with fee cuts
- Tuesday, 10 January 2017
- Articles

A former Financial Planner hopes to entice more Financial Planning professionals to become members of the EIS Association with a cut in fees for advisers and wealth managers.
Read more ...Octopus creates new ISA after FCA's P2P green light
- Tuesday, 10 January 2017
- Articles

Octopus has announced it is working on a new ISA product to be made available later this year.
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