The latest edition of Financial Planning Today Magazine is out and includes an exclusive Cover Feature on how Financial Planning professionals are leaping the hurdles created by the pandemic.
Read more ...NEW: Latest Financial Planning Today Magazine
- Thursday, 14 May 2020
- Articles
The latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and smarter."
Read more ...Latest Financial Planning Today Magazine out now
- Thursday, 14 May 2020
- Articles
The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector.
Read more ...7 in 10 see share price falls as investment opportunity
- Wednesday, 13 May 2020
- Articles
The fall in the FTSE 100 since the Coronavirus outbreak is a ‘strong investment opportunity’, according to many investors.
Read more ...Pension transfer quotes plummet by a third
- Wednesday, 13 May 2020
- Articles
The Coronavirus has resulted in a 30% fall in request for pension transfer quotes at one provider - seen as an indicator of future transfer activity.
Read more ...Brewin Financial Planning income soars 30%
- Wednesday, 13 May 2020
- Articles
Wealth manager Brewin Dolphin saw a surge in income from Financial Planning in the half year ended in March despite a slip overall in profits and plans to cut costs.
Read more ...Huge ignorance of State Pension deferral benefit
- Wednesday, 13 May 2020
- Articles
Nearly half (47%) of 55 to 64-year-olds are unaware that deferring the State Pension can boost their retirement income significantly when they start to claim their pension benefits.
Read more ...EQ Investors launches passive ESG fund range
- Wednesday, 13 May 2020
- Articles
Boutique wealth manager EQ Investors has unveiled Future Leaders Portfolios, a range of socially responsible, passive funds claiming to offer lower costs than many ESG funds.
Read more ...Planners move beyond cost comparison for platform selection
- Tuesday, 12 May 2020
- Articles
Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.
Read more ...FCA issues scam warning about ‘scam help’ website
- Tuesday, 12 May 2020
- Articles
The FCA has issued a scam warning about a firm called ‘My Scam Adviser’ which claims to help scammed investors recover their money.
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