With just two weeks to go until the CISI Paraplanner Conference, Financial Planning Today looks ahead to see what delegates can expect over the two-day event on 12-13 June.
Research by Aegon has revealed that 64% of people had multiple pensions and close to a quarter had mislaid pension savings.
Al Rush, speaking exclusively to Financial Planning Today, says he does not want to ban pension transfers, despite the BSPS debacle.
Independent wrap platform Ascentric has announced the appointment of Rob Regan as chief executive.
Financial Planner and wealth manager Tilney is helping charities with investment advice.
Old Mutual is approaching the FCA and LSE to offer up to 9.6% of shares after gaining approval from shareholders.
A Financial Planning event will allow delegates to hear the successes and failures of their peers and provide a “shortcut to success.”
A married couple who were directors of an IFA company have been disqualified for taking assets from an insolvent company.
Investment firm Schroders has launched a new website aimed at getting millennials into finance.
PIMFA has defended contingent charging in a robust response to the FCA’s consultation on improving the quality of pension transfer advice.