A Happy New Year to you all. I know it's very late to say this but I haven't written it in my column yet, and there is still plenty of the year left yet, writes IFP President Rebecca Taylor.
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The FCA's PS 13/1 included the recognition that platforms are not "ancillary to the activity of managing investments for the retail client".
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Prestwood® Software provides the leading UK Cashflow Modelling tool for Financial Planners, and has for almost thirty years. Our software is designed by Financial Planners, for Financial Planners.
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The exclusive Accredited Financial Planning FirmsTM conference takes place on Thursday 6 March 2014 following a dinner on Wednesday 5 March.
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