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DFM collaboration to put advisers in retirement driving seat
- Thursday, 29 January 2015
- Articles
A "unique collaboration of DFMs" has come together to put "advisers in the driving seat" as they try to meet rising client demand arising from the pension freedoms.
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Wealth firms among companies failing Google test
- Thursday, 29 January 2015
- Articles
Wealth management companies are among 50% of firms in the financial services sector that have failed to create mobile friendly websites and pass a basic Google test.
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Financial Planners and Paraplanners to vie for new award
- Thursday, 29 January 2015
- Articles
A new award has been launched for Financial Planners and Paraplanners who have been challenged to build a high quality plan based on a case study to claim victory.
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169 firms fined over auto-enrolment failures
- Wednesday, 28 January 2015
- Articles
Fines totalling £66,400 were handed out by The Pensions Regulator in the last three months of 2014 for failing to meet workplace pension requirements, it revealed today.
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New pension protection rules fail to help many, firm warns
- Wednesday, 28 January 2015
- Articles
A second line of defence to strengthen consumers' positions when making use of the new pension rules will come too late for many retirees, a retirement advice firm has warned.
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Two CFP professionals become board directors
- Tuesday, 27 January 2015
- Articles
Two CFP professionals have been appointed to the board of an Accredited Financial Planning firm.
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New retirement adviser directory for consumers launches
- Tuesday, 27 January 2015
- Articles
A new directory for consumers seeking help with retirement advice has today been opened up for Financial Planners and advisers to start registering.
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Bellpenny sells pension admin business to wealth manager for £1
- Tuesday, 27 January 2015
- Articles
The pension administration business belonging to Bellpenny has been snapped up for just £1 by Mattioli Woods.
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New pension protection rules outlined by FCA to providers
- Monday, 26 January 2015
- Articles
Plans to introduce additional protection to pension holders ahead of the reforms kicking in in April have been outlined today by the FCA in a letter to chief executives of providers.
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IFP strikes deal to help Financial Planners and Paraplanners
- Monday, 26 January 2015
- Articles
The Institute of Financial Planning has teamed up with Defaqto to offer Financial Planners and Paraplanners greater support by providing new practical resources.
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