Articles
A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
Conference: Centralised retirement propositions explained
Written by JamesDelegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.
CISI Paraplanner Conference opens in Stratford-Upon-Avon
Written by JamesThe CISI’s annual Paraplanner Conference is under way and has attracted 100 attendees.
Quilter has backed FCA plans to dismantle obstacles to clients shifting their platform portfolios to a competitor and is supporting a ban on exit fees to help achieve this aim.
Retirees worldwide will outlive their savings by a decade and women will fare even worse on average, according to a report from respected thinktank the World Economic Forum.
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Financial Planner Tilney has continued to expand its presence in Scotland, with a move to a new office in Edinburgh and a new senior hire.
Dorset-based IFA firm Wilcox Young has boosted its team with the appointment of independent financial adviser Steve Hover.
More than 400,000 Scots have fallen victim to a financial scam at some point in their lives, new research by Bank of Scotland and YouGov has revealed.
John Moret: Where does the SIPPs buck stop?
Written by James
I’ve been spending a fair amount of time recently considering the subject of investment due diligence. Last month an ex-colleague Chris Jones and I gave a talk on the subject at the AMPS (SIPP and SSAS providers) conference. In preparing for that talk we undertook some substantive research into the subject primarily in the context of due diligence on investments made within a SIPP wrapper.