A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.
Read more ...Paraplanners debate ethical Financial Planning dilemmas
- Tuesday, 18 June 2019
- Articles

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.
Read more ...CISI Conference: From marine biology to Paraplanning
- Tuesday, 18 June 2019
- Articles

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
Read more ...Conference: Centralised retirement propositions explained
- Tuesday, 18 June 2019
- Articles

Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.
Read more ...Quilter backs planned ban on platform exit fees
- Tuesday, 18 June 2019
- Articles

Quilter has backed FCA plans to dismantle obstacles to clients shifting their platform portfolios to a competitor and is supporting a ban on exit fees to help achieve this aim.
Read more ...Tilney expands with senior hire in Scotland
- Monday, 17 June 2019
- Articles

Financial Planner Tilney has continued to expand its presence in Scotland, with a move to a new office in Edinburgh and a new senior hire.
Read more ...Expanding IFA makes new hire in Dorset
- Monday, 17 June 2019
- Articles

Dorset-based IFA firm Wilcox Young has boosted its team with the appointment of independent financial adviser Steve Hover.
Read more ...Warning as 400,000 Scots fall for financial scams
- Monday, 17 June 2019
- Articles

More than 400,000 Scots have fallen victim to a financial scam at some point in their lives, new research by Bank of Scotland and YouGov has revealed.
Read more ...Paraplanners head to annual CISI conference
- Monday, 17 June 2019
- Articles

Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today.
Read more ...FSCS declares SIPPs firm in default as 400 customers hit
- Friday, 14 June 2019
- Articles

The Financial Services Compensation Scheme (FSCS) has today declared The Lifetime SIPP Company Limited in default.
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