Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

Global CFP body issues first vulnerable client guidance

The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients. 

Read more...

Guest Column: Vulnerable clients need protection

It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

Read more...

ABI wants firms to add ‘vulnerable customers’ policy

The Association of British Insurers (ABI) is urging firms to create a “vulnerability policy” by January for clients who may be at risk of poor financial outcomes due to age or other factors such as low literacy skills.

Read more...

FCA seeks better protection for vulnerable clients

The Financial Conduct Authority is calling for better protection for vulnerable clients in a new ‘Approach to Consumers’ report published today.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/