One of the greatest challenges for Financial Planning in the long term is how to reach the millions who have never heard of Financial Planning or have only a vague idea of what it is and its value. The estimable Pete Matthew, an entrepreneurial Chartered and Certified Financial Planner, may be showing one important way forward.
Read more ...Editor’s Comment: A shiver down planners' spines
- Thursday, 07 February 2019
- Articles
Financial Planning Today’s story this week revealing that more than 600 ‘ambulance chaser’ firms had applied to the FCA for authorisation will have sent shivers down the spine of many planners, IFAs and wealth managers.
Read more ...Court fines accountant over ‘deliberate’ pension failings
- Thursday, 07 February 2019
- Articles
An accounts manager who tried to hide the fact that restaurants had not given their staff workplace pensions has been ordered to pay £5,000.
Read more ...XPS Pensions Group makes new senior hire
- Thursday, 07 February 2019
- Articles
XPS Pensions Group has made a new senior appointment at its London office.
Read more ...Chartered Financial Planners honoured at awards
- Thursday, 07 February 2019
- Articles
Chartered Financial Planners at The RU Group achieved recognition by the Nottingham Chartered Insurance Institute (CII) at its annual gala dinner.
Read more ...7 new categories added to Defaqto 2019 Ratings
- Thursday, 07 February 2019
- Articles
Ratings and data firm Defaqto has added seven new categories to its annual Star and Diamond ratings published this month.
Read more ...Openwork appoints ex-AXA exec as chief people officer
- Thursday, 07 February 2019
- Articles
Openwork, one of the UK’s biggest financial advisory networks, has appointed Carrier Morris from AXA to be its new chief people officer.
Read more ...New ABI modelling tool factors in illness and injury
- Thursday, 07 February 2019
- Articles
The Association of British Insurers (ABI) has launched a beta version of an online calculator, which works out consumers’ likely financial entitlements if they are unable to work due to illness or injury.
Read more ...FCA CEO says regulator will become more diverse
- Wednesday, 06 February 2019
- Articles
FCA chief executive Andrew Bailey has delivered a keynote speech on the ‘wealth of diversity’ - urging more organisations to follow the FCA’s lead in increasing representation of women and minorities.
Read more ...FOS takes on more than 92,000 cases in Q3 2018/19
- Wednesday, 06 February 2019
- Articles
The Financial Ombudsman Service (FOS) has reported it took on close to 93,000 new complaints in the period October-December.
Read more ...