With Financial Planning Week under way two firms have revealed what they are doing to mark the event and boost the profile of Financial Planning.
Read more ...How firms are getting involved in Financial Planning Week
- Friday, 05 October 2018
- Articles

Succession hires more Financial Planners as turnover rises 71%
- Friday, 05 October 2018
- Articles

Succession Holdings, which has a number of Financial Planning subsidiaries, increased the turnover at its advice business by 71% last year.
Read more ...Financial Planner Tilney makes new hires in Scotland
- Friday, 05 October 2018
- Articles

Financial Planning and investment management firm Tilney has strengthened its team in Scotland with two new hires.
Read more ...Fintech firm launches Financial Planning app for self-employed
- Friday, 05 October 2018
- Articles

A fintech firm has launched what it claims is the UK’s first “free and independent Financial Planning app for freelancers and self-employed people.”
Read more ...Quilter says civil partnership extension ‘a no-brainer’
- Thursday, 04 October 2018
- Articles

Financial Planner and wealth manager Quilter has said the decision by the Conservative Government to extend civil partnerships to heterosexual couples was “a no-brainer.”
Read more ...Financial Planning Week aims to ‘make dreams happen’
- Thursday, 04 October 2018
- Articles

As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”
Read more ...Ethical investments boost good causes and returns, report shows
- Thursday, 04 October 2018
- Articles

Wealth management firm EQ Investors has released a new impact investment report which revealed Positive Impact Portfolios delivered “long-lasting social and environmental benefits, alongside an attractive financial return.”
Read more ...PIMFA says PRIIPs regulation ‘in urgent need of review’
- Thursday, 04 October 2018
- Articles

PIMFA, which represents around 1,000 UK wealth managers and and financial advisers, has welcomed the FCA’s decision to further investigate industry concerns about the operation of the PRIIPs regime since its implementation in January.
Read more ...Pension transfer advisers will need specialist qualification from 2020
- Thursday, 04 October 2018
- Articles

The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.
Read more ...Quilter reveals raft of senior executive changes
- Wednesday, 03 October 2018
- Articles

Financial Planning and wealth management firm Quilter has announced a number of changes to its executive committee.
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