The debate about introducing a new professional Paraplanning standard is intensifying as a leading Paraplanner has stepped forward to defend the proposal.
Sipps specialist Claire Trott is leaving Talbot and Muir, the company revealed this morning.
Sipp firms that have found the new capital adequacy rules challenging “probably shouldn’t still be in the market”, a Suffolk Like head says.
The search is on to find the Financial Planning sector’s ‘good egg’ of 2016.
A Financial Planning firm has promoted one of its bosses to head of investment management 17 years after he began with the company on a work experience placement.
A £500 pensions advice allowance for future retirees would be available to spend on robo-advice as well as a traditional adviser, the Government has revealed.
A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.
About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.
The number of individual income protection policies has increased for the first time since 2007, new figures have shown.
A Financial Planning business has bought a network of advisers for about £4m.