Experts says FCA review highlights key role of Planners

The FCA’s thematic review - which investigated how firms were providing retirement income advice - has demonstrated the value of a good Financial Planner, according to financial professionals.

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Too many Planners relying on averages warns DFM

Too many Financial Planners are relying on averages for their retirement income planning process, according to DFM Hymans Robertson Investment Services.

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Client communications are crucial to Consumer Duty

Effective jargon-free communications are crucial for advisers and Financial Planners in delivering value for money under Consumer Duty, according to new research.

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Editor’s Comment: Reasons to see a planner, part 3

Reasons to be Cheerful, Part 3 has always been one of my favourite Ian Dury songs. It came to mind this week as we reported on the reasons to see a financial adviser.

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