Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead.

Read more ...

So was he Super Sunak, saviour of the British economy, or Tax Raider Rishi, the man who launched a tax grab we’ll be paying for well into the 2030s?

Read more ...

The Beatles’ famous song ‘When I’m 64’ includes the lines “Will you still need me, will you still feed me, when I’m 64?” It’s a question many have asked but the answer, at least from a State Pension point of view, is increasingly a resounding no.

Read more ...

 

I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.

Read more ...

I’ve often wondered exactly how many people regularly use an IFA and now we know - it’s about 8%, at least of the key so-called Generation X segment of the population, the important 39-54 year-olds.

Read more ...

The mighty St James’s Place juggernaut seems to defy negative forces as the number of advisers working for it grows and grows.

Read more ...

For Financial Planners, working with clients over many years and helping them plan towards a better, more secure and comfortable life in retirement must be one of the most rewarding aspects of the job.

Read more ...

Well, that was a bit of a week, wasn’t it? Few could have guessed on Monday we would have started the week with one Chancellor and ended with another.

Read more ...

 

I am beginning to wonder if low cost investment dynamo Vanguard is becoming the new Aldi of the investment world and what this means for the sector.

Read more ...

Friday, 01 November 2019
Articles

Debate is raging about fees and will continue to rage, I suspect, because there is simply no right or wrong answer.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/