Lawyers failing to work with Financial Planners


Four out of ten law firms are failing to form partnerships with financial advisers including Financial Planners – despite lacking know-how to deal with a flood of retirement-related client enquiries.


13 mortgage advisers retrain as holistic Financial Planners

A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.


Julie Lord: 'The big retirement lie must end'

Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams.


Budget Nov 17: Planner relief at lack of pensions “tinkering”

Financial Planners have reacted with relief that pensions were largely left untouched by the Chancellor in today’s Budget and were broadly positive on some of the moves to help first time buyers.

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