Our 2024 Financial Planning Today Reader Survey for the Financial Planning profession is now open and we want your views on everything from the Consumer Duty upheaval to the value or otherwise of remote working. 

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Our 2024 Financial Planning Today Reader Survey is open - and we want your views on everything from the Consumer Duty to remote working. 

Read more ...

Our 2024 Financial Planning Today Reader Survey is now open and you can take part to share your views on everything from the Consumer Duty to the future of remote working. 

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Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.

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Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.

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IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.

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Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

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The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.

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Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.

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More 16 to 18-year-old women are showing an interest in the Financial Planning profession as a career option, according to national Financial Planning firm Progeny.

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