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.
Read more ...Editor’s Column: Super Sunak or Tax-raider Rishi?
- Friday, 12 February 2021
- Articles
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?
Read more ...Editor’s Column: Will you still need me when I’m 64 - and sick?
- Friday, 12 February 2021
- Articles
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.
Read more ...PFS to review apprenticeship standards
- Friday, 12 February 2021
- Articles
The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards.
Read more ...Prestwood launches free cashflow tool for consumers
- Friday, 12 February 2021
- Articles
Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool.
Read more ...Unique Financial Planning launches HNW division
- Friday, 12 February 2021
- Articles
Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market.
Read more ...Standard Life brand could be sold - reports
- Friday, 12 February 2021
- Articles
Standard Life Aberdeen may be ready to sell off its 175-year-old Standard Life brand to acquisitive life insurance group Phoenix Group.
Read more ...Planner Casebook: A SSAS for 2 business partners
- Friday, 12 February 2021
- Articles
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.
Read more ...Parmenion launches management info dashboard
- Friday, 12 February 2021
- Articles
Parmenion has launched a dashboard-based business data and management information service for clients.
Read more ...New Pension Schemes Act becomes law
- Thursday, 11 February 2021
- Articles
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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