It’s all too easy to become distracted by the hysteria of presidents, prime ministers, politics and performance in this busy start to 2017.
Read more ...Atkinson: Are Paraplanning and Financial Planning separate?
- Friday, 27 January 2017
- Comment

Claire Trott: Ruling could be key for IHT planning
- Wednesday, 25 January 2017
- Comment

Every year there is a warning out to those doing pension transfers that they need to be extra careful if the client may die within two years of the transfer because of ill health at the point of the transfer.
Read more ...Nicola Watts: PFS/CISI merger would be force to be reckoned with
- Tuesday, 17 January 2017
- Comment

Reading the columns by Kevin O’Donnell and Martin Bamford in recent weeks got me thinking about what I would want to see and what I would want to achieve in 2017.
Read more ...'I'm wishing for a PFS/CISI merger or a new unified Financial Planning body'
- Wednesday, 21 December 2016
- Comment

Editor: My 10 Wishes for Financial Planning in 2017
It’s traditional at this time of year to make predictions about the coming 12 months. Being somewhat of a contrarian I’m not going to do that.
Read more ...Editor's Comment: A breath of fresh air for Financial Planning
- Wednesday, 21 December 2016
- Comment

It’s not a merger but it is a step forward for the Chartered adviser bodies and the Financial Planning profession and it’s long overdue.
Read more ...Nicola Watts: Rising need for Paraplanners to gain FCA authorisation
- Wednesday, 14 December 2016
- Comment

In the first of her new columns for Financial Planning Today, Chartered Financial Planner Nicola Watts APFS discusses the problem with recruiting Paraplanners with the right skills and experience and explains how fundamental a role she sees them playing in coming years.
Read more ...Atkinson: 2017 unlikely to yield formal Paraplanner standard
- Friday, 09 December 2016
- Comment

It only feels like a moment ago that we entered 2016. Both personally and professionally it's been quite a year.
Read more ...Martin Bamford: How we're winning clients via 5,000 podcast downloads
- Tuesday, 06 December 2016
- Comment

As we approach the start of a New Year, Financial Planners will be drawing up their business plans for 2017 and making their resolutions.
Read more ...Bamford: Unify Paraplanning and Financial Planning
- Tuesday, 06 December 2016
- Comment

Despite having an uncanny knack for making winning predictions (Brexit? Tick. Trump? Tick) I’m not brave enough to stake my reputation or any money on forecasting the future.
Read more ...Martin Bamford: After ‘intimate’ IFP, CISI underwhelms me
- Thursday, 27 October 2016
- Comment

After a couple of enjoyable visits to the Celtic Manor in 2014 and 2015, I didn’t attend the CISI Financial Planning Conference this year. It’s hard to put my finger on the precise reason why.
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