A Financial Planning firm’s MD claims ex-Chancellor George Osborne was “possessed with an inner-Gordon Brown” and called for pension complexities to be scrapped by his successor.
A Financial Planning firm’s first ever apprentice wants her story of beating cancer aged just 22 to help save the lives of other young women.
A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans is heading for the courts.
A Chartered Financial Planner who has lost his brother and one of his longest standing clients to cancer has raised £10,000 by cycling from Venice to Rome.
The Financial Conduct Authority is to order a number of firms to review annuity sales back to 2008 after finding evidence of “concerns” but says its review of non-advised annuity sales found no widespread “systemic” problems.
Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
Sanlam is to begin offering to team up with Financial Planning firms by launching a partner scheme that could lead to buy outs in future.
Certified Financial Planners will have to clearly show the value they provide above robo-advice tools as they become more common, the worldwide body for Financial Planning says.
Transact has revealed this afternoon that it will lower its charges from 1 April.
A Financial Planning business is to be taken over by wealth firm Brown Shipley.