Atkinson: 2017 unlikely to yield formal Paraplanner standard
- Friday, 09 December 2016
- Comment
It only feels like a moment ago that we entered 2016. Both personally and professionally it's been quite a year.
Read more...Editor's Column: The growing threat to pension tax relief
- Thursday, 01 December 2016
- Comment
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.
Read more...Dan Atkinson: How I rate the CISI 1 year on after IFP merger
- Thursday, 20 October 2016
- Comment
We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.
Read more...Editor's Column: Cashflow Modelling works but not for all
- Monday, 10 October 2016
- Comment
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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