The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.
Read more ...Nearly 2,400 attend PFS Festival of Financial Planning
- Monday, 31 October 2022
- Articles
Nearly 2,400 financial professionals attended this week's Personal Finance Society's two-day Festival of Financial Planning - the biggest event of its kind this year.
Read more ...New Gen Z adviser SpringGen hits £1m milestone
- Monday, 31 October 2022
- Articles
SpringGen, the financial advice platform for Millennials and Gen-Zers which is part of Acumen Financial Planning, has celebrated its first year in business.
Read more ...Divorce rise increasing financial vulnerability risk - warning
- Monday, 31 October 2022
- Articles
A spike in the divorce rate has increased the risk of financial vulnerability, the Financial Vulnerability Taskforce (FVT) has warned.
Read more ...Crisis forcing parents to bring forward wealth transfer plans
- Monday, 31 October 2022
- Articles
The cost of living crisis is forcing parents to scrap their inheritance plans, new research from Killik & Co suggests.
Read more ...2 in 3 advisers rely on pension drawdown
- Friday, 28 October 2022
- Articles
Two thirds of advisers say that up to 50% of their business is now from clients in pension drawdown, according to a new survey.
Read more ...Guy Opperman returns to DWP
- Friday, 28 October 2022
- Articles
Guy Opperman MP, one of the longest serving Pensions Ministers in recent times, has returned to the Department for Work and Pensions although the pensions portfolio he held has yet to be allocated.
Read more ...FSCS declares SIPP adviser in default
- Friday, 28 October 2022
- Articles
The FSCS has declared in default a Hull-based financial adviser which provided SIPP and investment advice.
Read more ...Obituary: Ian Taylor - punk rocker entrepreneur
- Friday, 28 October 2022
- Articles
Ian Taylor, one of the founders of platform Transact, died on 17 October at home after a short illness and two years after retiring. The company has written an obituary for their much-loved founder which Financial Planning Today is reproducing here by kind permission of the company.
Read more ...Global Planning body FPSB appoints new CEO
- Friday, 28 October 2022
- Articles
The Financial Planning Standards Board, the global standards setting body for Certified Financial Planners, has appoint Dante De Gori CFP as its new CEO from 1 January.
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