A newly qualified Certified Financial Planner says planners gain respect from clients through their work for them, not from certificates hanging on the wall.

The Julie Lord column

Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.

Advisers are forecasting a big increase in DB pension transfer enquiries in 2017, a report suggests.

The number of advisers who expect to increase their clients’ cash holdings in the next six months is set to double.

Sipps professionals have expressed sadness and surprise, while also expressing fears for clients, after the FCA revealed four firms had failed over new capital adequacy rules.

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.

An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.

The Investment Association has set out plans for a new industry code as it looks to standardise disclosure for charges and transaction costs.

The FCA has revealed that four Sipp operators have failed to meet the requirements of the new capital adequacy rules.

Owners of Financial Planning and advice firms have been warned to avoid a ‘rushed’ or ‘desperate’ sale.