Latest Financial Planning Today magazine is published




The latest edition of Financial Planning Today, our exclusive magazine for the profession, has been published and the digital issue is now available to read online.

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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.

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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.

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Platforms attacked for 'wholly unacceptable' offering

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

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