Articles
Reports of scammers impersonating HMRC in spoof phone calls have fallen by 97% over the past 12 months after a major crackdown by HMRC.
Rapidly expanding Financial Planner and wealth manager Independent Wealth Planners has appointed Rob Allen as its new group CEO to succeed founder David Inglesfield who is stepping down from the role.
MPs on the Public Accounts Committee have attacked the “shameful shambles” which led to an estimated 134,000 pensions, mostly women, being underpaid over £1bn in State Pension entitlement.
The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services.
FCA quizzes advisers over British Steel transfers
Written by Kat MitchellThe Financial Conduct Authority has sent a survey to 2,500 advice firms on its work related to the British Steel Pension Scheme (BSPS).
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Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.
David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January.
Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.
National Financial Planning group Continuum has predicted that annuities may see a return to favour as advisers try to cope with the impact of soaring inflation on their clients.