Atkinson: 2017 unlikely to yield formal Paraplanner standard

It only feels like a moment ago that we entered 2016. Both personally and professionally it's been quite a year.

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Editor's Column: The growing threat to pension tax relief

Pension tax relief, particularly for higher rate taxpayers, is a hugely used element in the Financial Planner’s arsenal but it’s future may well be in jeopardy along with the Treasury’s commitment to fund pension saving with generous tax benefits.

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Dan Atkinson: How I rate the CISI 1 year on after IFP merger

We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.

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Editor's Column: Cashflow Modelling works but not for all

The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today.

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