In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.

All FCA-regulated firms should, by now, have put in place their implementation plans for meeting the Consumer Duty requirements by 31 July 2023 (a later date applies for legacy products). 

In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.