Financial Planners report their client numbers are soaring
- Friday, 21 July 2017
- Articles
Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.
Read more...Julie Lord: Planning firms must adapt service for older clients
- Wednesday, 19 July 2017
- Articles
Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.
Read more...Financial Planning Today magazine's new issue is out now
- Tuesday, 18 July 2017
- Articles
The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more...Nicola Watts: Why FCA's new DB transfer advice is refreshing
- Friday, 07 July 2017
- Comment
There has been a lot of coverage in the financial media lately about the FCA’s plans for changes on Defined Benefit (DB) transfer advice.
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