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Guest Column: Businesses need better pension planning - Carty
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
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CISI honours 6 figures including Prestwood’s Etheridge
The Chartered Institute for Securities & Investment has award six CISI Honorary Fellowships to eminent figures in the financial services sector, including Paul Etheridge, founder of cashflow modelling software firm Prestwood.
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Elevate platform to get reboot and new cash
Standard Life is using adviser feedback to determine new investment plans and improvements for its Elevate platform, which it acquired from AXA Wealth.
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Prestwood offers ‘gamification’ to help planners’ exit strategies
Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies.
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Editor's Comment: Simon's Chamberlain's plan was lesson to all
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not...
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Cashflow helps Financial Planner rescue credit crunch clients
An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch.
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Standard Life reveals Elevate price and eyes India for growth
Standard Life is setting its sights on India to grow its business.
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Paraplanner professional development events begin
The first in a new series of professional development events for Paraplanners has been held.
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Paraplanner recruited by planning firm as new head of advice
Ascot Lloyd, the Financial Planning and wealth management firm, has recruited a former head of Paraplanning to a senior new role as head of advice where she will lead a strategic review of the company’s advice process.
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Chartered planners hire ex-sports pro who ran wealth firm
A Chartered Financial Planning firm has snapped up a former sportsman who began his own wealth management company.
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Julie Lord: Planners should consider this after Rory Percival warning
Julie Lord column Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
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Julie Lord: Why cashflow forecasts helped after sudden job loss
Two leading Financial Planners have explained how using lifetime cashflow forecasts helped a client deal with the sudden financial shock of losing his high flying executive job at 55.
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Financial Planning group evolving to paid members body
It began as a pub chat between two friends, but now a fledgling Financial Planning group is on the verge of becoming a fully established membership body.
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Over 180 discretionary solutions in new DFM directory
A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.
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New Paraplanning firm launches to 'make advisers’ lives easier'
A new outsourced Paraplanning company has launched with the aim of “making advisers’ lives easier”.
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Top 12 tips for Financial Planning and social media
Many Financial Planners use social media in one form or another as part of their businesses and daily lives.
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Julie Lord: How we came to aid of client after sudden job loss
Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.
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Financial Planning and Facebook: How to gain new clients
An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.
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PFS chief: Cashflow modelling a good tool where ‘appropriate’
Cashflow modelling is an extremely good tool where ‘appropriate’, the Personal Finance Society’s chief executive says.
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Planning boss was asked to help finance ‘adult toys’ firm
The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.
Assuming cashflow is required, the following results were found.
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