A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.
About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.
The number of individual income protection policies has increased for the first time since 2007, new figures have shown.
A Financial Planning business has bought a network of advisers for about £4m.
The CISI told Financial Planning Today this week it was due to hold further talks with counterparts at the CII over moves to develop a Paraplanning standard.
The Society for Trust and Estate Practitioners has urged the Government not to make advisers shy away from legitimate tax planning.
The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.
A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.
A Financial Planner who has taken the helm at the Enterprise Investment Scheme Association has launched a new EIS Diploma which he hopes will soon become a standard qualification for advisers.
A ‘disturbing’ report has intimated that as many as 3 in 10 people using the pension freedoms have taken out funds only to put them in a bank account.