A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.
Read more ...Pete Matthew: I've never seen client records in worse disarray
- Thursday, 11 August 2016
- Articles

Financial Planner: Devastating effect on annuities means very gloomy future
- Thursday, 11 August 2016
- Articles

The future for annuities looks ‘very gloomy’, with recent events having a ‘devastating’ impact, a Financial Planner says.
Read more ...Advisers will decide if Aegon's Cofunds takeover succeeds or fails
- Thursday, 11 August 2016
- Articles

Advisers will determine whether Aegon’s £140m takeover of Cofunds succeeds or fails, Aegon’s CEO has suggested.
Read more ...Sportsmen specialist Financial Planner gains new role
- Wednesday, 10 August 2016
- Articles

A Chartered Financial Planner who specialises in advising professional sportsmen has been made a partner at his firm.
Read more ...An Olympic sport every day and a 1,000km ride to London for MD
- Wednesday, 10 August 2016
- Articles

A wealth firm’s MD has begun a quest to complete one Olympic sport every day for ten days to coincide with the start of the 2016 Games in Rio.
Read more ...'Popular pensioner bonds should be brought back for all ages'
- Wednesday, 10 August 2016
- Articles

The highly popular pensioner bonds should be brought back - but made available to people of all ages – to give a much needed boost to savings, the ex-Pensions Minister says.
Read more ...Planner: Listening to clients who leave offers great insight to improve
- Tuesday, 09 August 2016
- Articles

Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.
Read more ...Financial Planner: We must help people beat 'fear of seeking advice'
- Tuesday, 09 August 2016
- Articles

A Financial Planner says the sector must discover how to help people beat the “fear of seeking advice”.
Read more ...Virgin and Uber inspiration for new Paraplanning firm
- Tuesday, 09 August 2016
- Articles

The founder of a new Paraplanning firm has laid out her aspirations to build a successful, trusted service and expressed her admiration for Virgin and Uber.
Read more ...Pension worries rise for a third of workers after Brexit
- Tuesday, 09 August 2016
- Articles

About a third of working age Brits are more concerned about their pension following the EU Referendum, research has suggested.
Read more ...