In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
Read more ...£1.3bn lost to unclaimed pension tax relief
- Wednesday, 03 January 2024
- Articles

Britons have lost out on £1.13bn of pension tax relief in the five years to 2020/21, according to Hargreaves Lansdown.
Read more ...Evelyn launches Planner training graduate scheme
- Wednesday, 03 January 2024
- Articles

Financial Planner and wealth manager Evelyn Partners has launched a Financial Planning graduate programme.
Read more ...Womens' finances under growing pressure
- Tuesday, 02 January 2024
- Articles

Womens' finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted their ability to withstand the potential impacts of a recession, according to a new study.
Read more ...Co-founder of Norwich Planner SGWM dies at 61
- Tuesday, 02 January 2024
- Articles

Stephen Girling, managing director and co-founder of Norwich-based Financial Planning firm SG Wealth Management, has died at home.
Read more ...Aviva CEO made a Dame in New Year Honours
- Tuesday, 02 January 2024
- Articles

Amanda Blanc, the group CEO of Aviva, has been made a Dame in the New Year Honours list for “services to business, to gender equality and to net-zero.”
Read more ...Vanguard opens office in Manchester
- Friday, 29 December 2023
- Articles

Major US-owned fund manager Vanguard, one of the world’s largest investment firms, has opened a new office in Manchester.
Read more ...24 new Premium Bond millionaires created in 2023
- Friday, 29 December 2023
- Articles

FCA CEO Rathi hails year of regulatory action
- Friday, 29 December 2023
- Articles

FCA CEO Nikhil Rathi has hailed the new Consumer Duty as a “game changer” and has said regulatory action this year has been unprecedented.
Read more ...AI will be a mixed blessing, say advisers
- Thursday, 28 December 2023
- Articles

Financial advisers believe Artificial Intelligence (AI) technology will improve client servicing but could also potentially threaten the jobs done by human advisers.
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