Articles
Pensions Dashboards will not be available to pension savers until 2023 at the earliest, the Money and Pensions Service confirmed today in an update to its development timeline.
The DWP is set to "nudge" more DC pension savers to get guidance from Pension Wise - the government consumer help service - when they near taking pension benefits.
Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Q&A with Walker Crips' managing director Dominic Martin
Written by Kat MitchellDominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Younger clients 'overlooked and underserved' by traditional planners
Written by Kat MitchellYoung, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.
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600 pass Financial Planner exams during pandemic
Written by Kat MitchellMore than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
SJP funds under management reach £118bn but inflows fall
Written by Kat MitchellWealth management giant St James’s Place (SJP) has reported gross inflows of £3.05bn for Q3 2020, a drop of 18% from Q3 2019, with funds under management up 1.5% to a record high of £118.7bn.
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has acquired Essex-based Andrew Cohen Associates after integrating the business under its Downstream Buy Out model.
PIMFA urges tighter rules on unregulated financial promotions
Written by Kat MitchellWealth management and financial advice trade body PIMFA has called on the Government to tighten the rules on the promotion of unregulated financial promotions.