A Financial Planning firm’s first ever apprentice wants her story of beating cancer aged just 22 to help save the lives of other young women.
Read more ...'I want my story of beating cancer to help save more lives'
- Friday, 14 October 2016
- Articles

‘Shattered’ retirement plans: Campaign going to court
- Friday, 14 October 2016
- Articles

A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans is heading for the courts.
Read more ...It took my brother and client - planner's ride inspired by loss
- Friday, 14 October 2016
- Articles

A Chartered Financial Planner who has lost his brother and one of his longest standing clients to cancer has raised £10,000 by cycling from Venice to Rome.
Read more ...FCA finds “poor behaviour” in a sample of annuity sales
- Friday, 14 October 2016
- Articles

The Financial Conduct Authority is to order a number of firms to review annuity sales back to 2008 after finding evidence of “concerns” but says its review of non-advised annuity sales found no widespread “systemic” problems.
Read more ...Planner exam entrants mistaken over cashflow requirements
- Thursday, 13 October 2016
- Articles

Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
Read more ...Sanlam entices Financial Planners to new partner scheme
- Thursday, 13 October 2016
- Articles

Sanlam is to begin offering to team up with Financial Planning firms by launching a partner scheme that could lead to buy outs in future.
Read more ...FPSB: Planners must clearly show value over robo-tools
- Thursday, 13 October 2016
- Articles

Certified Financial Planners will have to clearly show the value they provide above robo-advice tools as they become more common, the worldwide body for Financial Planning says.
Read more ...Transact reveals cuts to charges for 2017
- Wednesday, 12 October 2016
- Articles

Transact has revealed this afternoon that it will lower its charges from 1 April.
Read more ...Brown Shipley to acquire Manchester Financial Planner
- Wednesday, 12 October 2016
- Articles

A Financial Planning business is to be taken over by wealth firm Brown Shipley.
Read more ...Axa Wealth chief and former Winterthur CEO to exit
- Wednesday, 12 October 2016
- Articles

Mike Kellard, the chief executive of Axa Wealth, will depart the firm, it was revealed this morning.
Read more ...