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3 in 4 Planners report client numbers growing

Three in four Financial Planners are serving more clients than they were three years ago.


Editor’s Column: FCA signals end to Covid-friendly policies

The FCA has quietly signalled the end to its Covid-friendly policies of patience, extended deadlines and generally a lighter touch.


FCA to keep closer eye on remote and hybrid working

Financial Planning firms which continue remote or hybrid working following the pandemic will have their arrangements considered on a case-by-base basis by the Financial Conduct Authority (FCA).


Planners expect remote working to continue

The majority of Financial Planners expect some degree of remote working to continue over the next 12 months, according to our annual survey.

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