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Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case

A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.


Planner blasts platforms for poor service and failing to deliver


Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.


Platforms attacked for 'wholly unacceptable' offering

The head of a Paraplanning firm has attacked platforms for "wholly unacceptable" service and "poor testing".


Two Financial Planning firms reveal merger details

Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.

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