Articles
The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards.
Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool.
Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market.
Standard Life Aberdeen may be ready to sell off its 175-year-old Standard Life brand to acquisitive life insurance group Phoenix Group.
The Pension Schemes Act received Royal Assent today creating new laws covering areas including defined benefit scheme protections, pensions dashboards and climate change.
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Planner Casebook: A SSAS for 2 business partners
Written by Kat MitchellIn our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.
Parmenion has launched a dashboard-based business data and management information service for clients.
Quilter moves Financial Planning courses online
Written by Kat MitchellQuilter Financial Planning has moved its Level 4 courses fully online to improve access and flexibility for students studying to become a Financial Planner.
1 in 4 adults hit financially by pandemic - FCA
Written by Kat MitchellThe Coronavirus pandemic has left over a quarter of adults with low financial resilience, according to the latest Financial Lives survey from the Financial Conduct Authority (FCA).