Financial Planners to stick with remote working

Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.

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Keith Richards: Brace for increase in vulnerable clients

During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.

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PFS welcomes FCA's deferral of CPD rules

The Personal Finance Society has backed FCA’s changes to mandatory Continuing Professional Development (CPD) requirements during the Coronavirus outbreak.

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Planner uses 3D printer to make PPE for carers

Financial Planner Robert Lewis of Celtic Financial Planning in Wales has spent the last month using his 3D printer to make face shields to protect healthcare workers and allow them to safely do essential work.

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