Justin King, a Chartered Financial Planner and SOLLA member, has launched a weekly ‘Retirement Cafe’ Podcast to help consumers get ready for life after work.
Read more ...Nearly 1500 attend PFS Star Wars-themed conferences
- Friday, 23 November 2018
- Articles

Nearly 1,500 Financial Planners, Paraplanners and advisers have attended the two PFS ‘Forces’ Financial Planning Symposiums which end in London today.
Read more ...FCA prepares for possibility of ‘no deal’ Brexit
- Friday, 23 November 2018
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The FCA has today published new proposals on how it will prepare for the possibility that the UK will leave the European Union on 29 March without “an implementation period.”
Read more ...Too much IHT red tape says influential report
- Friday, 23 November 2018
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The Office of Tax Simplification has criticised the number of forms required to deal with Inheritance Tax, calling the process “complex and old fashioned.”
Read more ...PFS membership soars to nearly 40,000 - defying forecasts
- Friday, 23 November 2018
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PFS membership has defied predictions and soared since the Retail Distribution Review to rise by 15,000 to nearly 40,000 - a record total, PFS chief executive Keith Richards has revealed in an exclusive interview with Financial Planning Today.
Read more ...Cashflow modelling should be a ‘guide in uncertain world’
- Thursday, 22 November 2018
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Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”
Read more ...PFS to launch new diversity programme to reach millennials
- Thursday, 22 November 2018
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PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.
Read more ...SIPP sector faces up to threat from ‘ambulance chasers’
- Thursday, 22 November 2018
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The SIPP sector is facing up to a growing threat from ‘ambulance chasers’ – litigation claims firms trying to encourage clients to make complaints.
Read more ...CISI teams up with university to launch online finance e-learning
- Thursday, 22 November 2018
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University of Derby and the CISI, the CFP-awarding professional body, have joined forces to offer students a new online finance course which could pave the way for them to join the financial services professions.
Read more ...Financial advisers miss out on £1.2 trillion wealth transfer market
- Thursday, 22 November 2018
- Articles

Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.
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