Monday, 26 January 2015
Articles
The Institute of Financial Planning has teamed up with Defaqto to offer Financial Planners and Paraplanners greater support by providing new practical resources. Read more ...
Tagged under #IFP #Defaqto #Steve Gazzard

Friday, 23 January 2015
Articles
Succession Holding's group chief executive Simon Chamberlain
A financial services firm based in Reading has been bought out for £3million. Read more ...
Tagged under #Simon Chamberlain #Succession Group #Finch Financial Services LLP

Monday, 26 January 2015
Articles
FCA offices
Plans to introduce additional protection to pension holders ahead of the reforms kicking in in April have been outlined today by the FCA in a letter to chief executives of providers. Read more ...
Tagged under #pensions #retirement #FCA

Tuesday, 27 January 2015
Articles
Bellpenny website
The pension administration business belonging to Bellpenny has been snapped up for just £1 by Mattioli Woods. Read more ...
Tagged under #pensions #Sipp #Mattioli Woods #Bellpenny

Tuesday, 27 January 2015
Articles
Caroline Rookes, chief executive at the Money Advice Service
A new directory for consumers seeking help with retirement advice has today been opened up for Financial Planners and advisers to start registering. Read more ...
Tagged under #pensions #retirement #FCA #Money Advice Service #MAS #Caroline Rookes

Tuesday, 27 January 2015
Articles
L-R David Gow, Sandy Robertson, Keith Mackie
Two CFP professionals have been appointed to the board of an Accredited Financial Planning firm. Read more ...
Tagged under #CFP #Paraplanning #Financial Planning #Acumen Financial Planning

Wednesday, 28 January 2015
Articles
FCA headquarters
A second line of defence to strengthen consumers' positions when making use of the new pension rules will come too late for many retirees, a retirement advice firm has warned. Read more ...
Tagged under #pensions #retirement #FCA

Friday, 16 January 2015
Articles
George Kinder
George Kinder is taking a new approach to spreading the word about Life Planning by targeting the consumer mass market in addition to advisers. Read more ...
Tagged under #Financial Planning #life planning #George Kinder #Kinder Institute

Wednesday, 28 January 2015
Articles
Fines totalling £66,400 were handed out by The Pensions Regulator in the last three months of 2014 for failing to meet workplace pension requirements, it revealed today. Read more ...
Tagged under #pensions #Autoenrolment #The Pensions Regulator #auto enrolment

Thursday, 29 January 2015
Articles
Distribution Technology chief executive Ben Goss
A new award has been launched for Financial Planners and Paraplanners who have been challenged to build a high quality plan based on a case study to claim victory. Read more ...
Tagged under #Paraplanners #IFP #Financial Planners #Distribution Technology #Dynamic Planner #Fellow of the Institute of Financial Planning
  1. Wealth firms among companies failing Google test
  2. DFM collaboration to put advisers in retirement driving seat
  3. FCA: Consumers get £1.8 billion redress payments from banks
  4. £97m deal agreed for Towry to take over Ashcourt Rowan
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