A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.
Fines worth a total of £344,400 were handed out to firms for auto-enrolment failings from April to June this year.
A senior Financial Planner who has just been hired to lead a national firm’s Edinburgh office says that it is an exciting time to be involved in Financial Planning.
A pensions body has expressed fears that the Bank of England’s cut to interest rates will only increase pressure on pension schemes.
The Bank Rate has been changed this morning for the first time in more than seven years – with a cut to 0.25%.
The Bank of England has held its base rate at 0.25% for a second month after cutting the rate in August from 0.5%, the first cut in seven years.
Compulsory reporting standards are needed for DFMs to make direct comparison easier for advisers, industry experts have suggested.
Britain’s over 50s are increasingly planning to hold back savings in their pension to pass on their wealth tax-efficiently, a report suggests.
A Chartered Wealth Manager who says he predicted the financial crash of 2008 the year before it happened has been hired by Brooks Macdonald.
Baroness Altmann has hit out at coverage of her comments on changing the triple lock pensions policy, saying her words have been “grossly misrepresented”.