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Wednesday, 08 June 2022 07:27

PIMFA backs imminent FCA ban on CMC phoenixing 

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Wealth management trade body PIMFA has welcomed news that the FCA will ban regulated firms ‘phoenixing’ into Claims Management Companies from 7 July.

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As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar. 

The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time. 

Tuesday, 07 June 2022 12:08

More than half of HNW clients hit by scams 

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More than half (53%) of High Net Worth individuals say they have been victims of a financial scam - a 10% rise in just six months.

Tuesday, 07 June 2022 10:12

29% say financial advice ‘too expensive’

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Nearly 3 in 10 consumers (29%) say that they would avoid taking financial advice because it is too expensive.

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