Two Planners launch new Ukraine refugee campaign

Two of the UK’s leading Financial Planners have launched a new campaign to help Ukrainian refugees who fled to Moldova, one of the poorest countries in Europe.

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Exclusive: Perceptive Planning takes aid to Poland-Ukraine border

A duo from Chartered Financial Planning firm Perceptive Planning are en-route back from their trip to provide aid to refugees from Russia’s invasion of the Ukraine.

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PI problems force pension transfer firm to close advice service

O&M Pension Advice is to cease its activities as an Introductory Pension Transfer Advisory service.

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The latest Financial Planning Today magazine is published



The latest edition of Financial Planning Today magazine, our popular publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is available to read online.

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