Kevin

Just 48 hours left to voice your views on Financial Planning

There are just 48 hours left to take part in our annual survey on the State of the Financial Planning Profession - and potentially win one of five £50 M&S gift vouchers. 

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England comes third in pensions 'World Cup'

Australia is the best prepared World Cup qualifying country when it comes to retirement planning with England in third place, according to analysis carried out by Scottish Widows of the 32 countries taking part in this year’s World Cup.

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Defaqto Content: Servicing clients from end-to-end

The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.

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