Articles
A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.
Fears over pension rule that could hit retirement plans
Written by JamesAegon has issued a warning over what it called the ‘little known’ money purchase annual allowance (MPAA), which stops people who have accessed their pension flexibly from contributing more than £4,000 into their money purchase or defined contribution pension without a tax penalty.
It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.
Positivity in Financial Planning profession, survey reveals
Written by JamesFinancial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.
The head of global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.
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Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.
Brown Shipley appoints Financial Planner as new director
Written by JamesWealth planner Brown Shipley has appointed Financial Planner Robert Farnworth as client director in its Court of Protection & Personal Injury specialist team.
Chartered planner reveals top retirement tips at free event
Written by JamesA Chartered Financial Planner will be sharing her top tips at a free event for local people emphasising the importance of preparing for retirement.
Over the past 10 years I’ve seen too many governments treat pension savers, particularly middle to high earner, as tax-dodging lepers.