DB transfer changed my client's life for the best, Chartered Financial Planner reveals

 

A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.

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Planners: Our ‘greatest challenge’ is data law change

Major changes to data protection rules will be Financial Planners’ ‘greatest challenge’ this year and is bigger than many have anticipated, planners have said.

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Julie Lord: 'The big retirement lie must end'

Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams.

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Outsourced Paraplanning firm to double in size

An outsourced Paraplanning firm has revealed to Financial Planning Today magazine that it plans to double in size.

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