Over-50s feel they would need a £500k windfall to make financial advice worthwhile, according to new research.
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.
Nearly 1,500 Financial Planners, Paraplanners and advisers have attended the two PFS ‘Forces’ Financial Planning Symposiums which end in London today.
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.”
The Office of Tax Simplification has criticised the number of forms required to deal with Inheritance Tax, calling the process “complex and old fashioned.”
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.
Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”
PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.
The SIPP sector is facing up to a growing threat from ‘ambulance chasers’ – litigation claims firms trying to encourage clients to make complaints.
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.