Casebook: Estate planning following a shock bereavement

Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.

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Caroline Stuart: Tackling negative views of Paraplanners

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

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PFS's Matthew Connell: Client compensation concerns

In this exclusive Guest Column for Financial Planning Today, Matthew Connell, director of policy and public affairs at the Personal Finance Society, looks at client compensation and asks whether advisers are being penalised.

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Amyr Rocha Lima: Protecting clients from themselves

In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.

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