PI problems force pension transfer firm to close advice service

O&M Pension Advice is to cease its activities as an Introductory Pension Transfer Advisory service.

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The latest Financial Planning Today magazine is published



The latest edition of Financial Planning Today magazine, our popular publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is available to read online.

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Financial Planner launches ‘World Citizen’ service

Chartered Financial Planning firm Perceptive Planning, a London-based company headed by well known planner Phil Billingham CFP, has launched a World Citizen service aimed at 12 million multi-jurisdiction clients.

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Trainee Financial Planner wins £2k study trip to South Africa

A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.

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