Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.

It’s been an exciting couple of months at Jane Smith Financial Planning.

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

The Chartered Insurance Institute to run a series of diversity and inclusion events with local institutes to celebrate and explain the benefits of diversity and inclusion for the profession during the ‘DiveIn’ festival in September.