Up, up and away: the 2017 CISI Paraplanner Conference
- Wednesday, 14 June 2017
- Articles
The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.
Read more...Paraplanners must prepare for rise in vulnerable clients
- Tuesday, 13 June 2017
- Articles
Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.
Read more...Just Retirement urges annual review for drawdown clients
- Thursday, 22 May 2014
- Articles
Jan Holt of retirement specialist Just Retirement told a conference today that income drawdown plans - likely to be a key replacement for annuities post-Budget - needed annual reviews for "most people" to avoid clients running out of money.
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