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.


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".

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details: