A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
Read more ...Conference: Centralised retirement propositions explained
- Tuesday, 18 June 2019
- Articles

Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.
Read more ...Quilter backs planned ban on platform exit fees
- Tuesday, 18 June 2019
- Articles

Quilter has backed FCA plans to dismantle obstacles to clients shifting their platform portfolios to a competitor and is supporting a ban on exit fees to help achieve this aim.
Read more ...Tilney expands with senior hire in Scotland
- Monday, 17 June 2019
- Articles

Financial Planner Tilney has continued to expand its presence in Scotland, with a move to a new office in Edinburgh and a new senior hire.
Read more ...Expanding IFA makes new hire in Dorset
- Monday, 17 June 2019
- Articles

Dorset-based IFA firm Wilcox Young has boosted its team with the appointment of independent financial adviser Steve Hover.
Read more ...Warning as 400,000 Scots fall for financial scams
- Monday, 17 June 2019
- Articles

More than 400,000 Scots have fallen victim to a financial scam at some point in their lives, new research by Bank of Scotland and YouGov has revealed.
Read more ...Paraplanners head to annual CISI conference
- Monday, 17 June 2019
- Articles

Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today.
Read more ...FSCS declares SIPPs firm in default as 400 customers hit
- Friday, 14 June 2019
- Articles

The Financial Services Compensation Scheme (FSCS) has today declared The Lifetime SIPP Company Limited in default.
Read more ...Profession pledges to ‘galvanise' on pension transfers
- Friday, 14 June 2019
- Articles

A group of 30 firms and bodies, who are members of the STAR Steering Group met in London last week tasked with improving outcomes for consumers looking to transfer assets such as pensions of investments.
Read more ...Why cashflow modelling is essential for Financial Planners
- Friday, 14 June 2019
- Articles

Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
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