Experts says FCA review highlights key role of Planners
- Wednesday, 20 March 2024
- Articles
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.
Read more...Too many Planners relying on averages warns DFM
- Thursday, 11 January 2024
- Articles
Too many Financial Planners are relying on averages for their retirement income planning process, according to DFM Hymans Robertson Investment Services.
Read more...Client communications are crucial to Consumer Duty
- Tuesday, 20 June 2023
- Articles
Effective jargon-free communications are crucial for advisers and Financial Planners in delivering value for money under Consumer Duty, according to new research.
Read more...Editor’s Comment: Reasons to see a planner, part 3
- Friday, 21 April 2023
- Articles
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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