Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case
- Tuesday, 10 April 2018
- Articles
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.
Read more...Planner blasts platforms for poor service and failing to deliver
- Tuesday, 10 April 2018
- Articles
Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.
Read more...Platforms attacked for 'wholly unacceptable' offering
- Friday, 23 March 2018
- Articles
The head of a Paraplanning firm has attacked platforms for "wholly unacceptable" service and "poor testing".
Read more...Two Financial Planning firms reveal merger details
- Thursday, 22 March 2018
- Articles
Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.
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