Planners launch Institute of Financial Wellbeing

Financial Planning firm founder and client wellbeing advocate Chris Budd and industry colleagues have launched the Institute of Financial Wellbeing.

Read more...

Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

Read more...

Workers over 50 have retirement ‘FOMO’ fears - study

Research into retirement preferences among over-50s has revealed that many have a fear of missing out (‘FOMO’) when they finally stop working and many favour a phased retirement approach as a result.

Read more...

Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

Read more...
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:
jobs.financialplanningtoday.co.uk/