Paraplanners reveal extent of staff poaching by rivals

Recruiters and rival firms are tapping up Paraplanners on a frequent basis, due to the lack of required Paraplanning professionals, Financial Planning Today magazine has been told.


Unhappy clients won over by planner after 'really tough' start

A Chartered Financial Planner has explained how she turned around a ‘really tough’ first meeting with unhappy clients who felt they had been neglected.


Julie Lord: Planners should consider this after Rory Percival warning

Julie Lord column

Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.


Sipps expert criticises 'very vague' FCA cap ad guidance

A Sipps expert has criticised guidance on complying with the new capital adequacy rules, describing some of it as “very vague”.

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