Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.
Read more ...Julie Lord: Planning firms must adapt service for older clients
- Wednesday, 19 July 2017
- Articles

DB transfers: Advisers report big insistent client rise
- Wednesday, 19 July 2017
- Articles

More than two out of five of advisers (44 per cent) have seen a rise in the past year in the number of insistent clients wanting to push ahead with defined benefit pension transfers despite recommendations against.
Read more ...Big increase in divorces for couples aged 65 plus
- Wednesday, 19 July 2017
- Articles

Divorces between couples aged over 65 have increased by almost 40%, according to new research released by the Office for National Statistics.
Read more ...Financial Planning Today magazine's new issue is out now
- Tuesday, 18 July 2017
- Articles

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more ...Nearly 100 firms examined by FCA in DB transfer review
- Tuesday, 18 July 2017
- Articles

Nearly 100 companies have been examined by the FCA as part of its DB transfer advice investigations.
Read more ...FCA must lift lid on Platforms’ tech, says 7IM
- Tuesday, 18 July 2017
- Articles

The FCA must examine Platforms’ tech because if it’s wrong it can have ‘huge’ effects, Seven Investment Management says.
Read more ...Watchdog wants crackdown on firms for 'misleading prices'
- Tuesday, 18 July 2017
- Articles

A consumer watchdog wants ‘tough action’ against finance firms for “obscure or misleading” prices.
Read more ...Live: Reaction to shock fall in inflation
- Tuesday, 18 July 2017
- Articles

Inflation fell last month, the Office for National Statistics said this morning.
Read more ...‘How do platforms compete on price? Tempting to say not very well’
- Tuesday, 18 July 2017
- Articles

The FCA announced yesterday which areas it would be focusing on in its upcoming review of the platforms sector.
Read more ...Platforms' commercial relationships under FCA scrutiny
- Monday, 17 July 2017
- Articles

The FCA is to shine a spotlight on how platforms are influenced by their commercial relationships.
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