Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.

In this guest column, Amyr Rocha Lima, chair of the CISI’s Financial Planning forum, looks at a different approach to flexible retirement income. This column first appeared in the July-August issue of Financial Planning Today magazine.

Total SIPP market assets will exceed £500bn within the next 12 months, according to John Moret.