Editor: Paraplanning needs real life superhero to move it forward

I attended last week’s CISI / IFP Paraplanning Conference at Hinckley in Leicestershire. It was a big success and yet...something is still missing from the burgeoning Paraplanning profession and something quite big. It needs a new direction.


Atkinson: Encourage clients to have 'big hairy audacious goals'

I’m assuming that many of you have been in financial services/planning/advice for many years. It’s easy to get desensitised to the jargon, language and mental constructs that pervade our industry.


Editor's Comment: Why Financial Planning Week is worth the effort

The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.


Guest Column: Businesses need better pension planning - Carty

Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.

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