Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead.

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So was he Super Sunak, saviour of the British economy, or Tax Raider Rishi, the man who launched a tax grab we’ll be paying for well into the 2030s?

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The Beatles’ famous song ‘When I’m 64’ includes the lines “Will you still need me, will you still feed me, when I’m 64?” It’s a question many have asked but the answer, at least from a State Pension point of view, is increasingly a resounding no.

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The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards.

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Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool.

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Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. 

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Standard Life Aberdeen may be ready to sell off its 175-year-old Standard Life brand to acquisitive life insurance group Phoenix Group.

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In our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.

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Parmenion has launched a dashboard-based business data and management information service for clients.

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The Pension Schemes Act received Royal Assent today creating new laws covering areas including defined benefit scheme protections, pensions dashboards and climate change.

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