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Nicola Watts: Why Power of Attorney advice is vital
Often people think about putting in place Lasting Power of Attorney for an elderly relative. Although it is something we talk to clients about all the time, I’m writing this article now having seen two high profile cases in the press in recent weeks...
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NEW: Latest Financial Planning Today Magazine
The latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and...
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Dynamic Planner launches new cashflow tool
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
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CashCalc cashflow to integrate with Hubwise
CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform.
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Mazars rebrands global business
Financial services company Mazars, which has a substantial UK Financial Planning arm, has launched a global rebrand.
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Editor’s Column: Retirement ignorance is far from bliss
A couple of surveys we reported on this week reminded me about the epic scale of pension ignorance among the great British public.
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Field exits Intelliflo in major sales reshuffle
Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.
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Timebank launches CPD support service
Outsourced Paraplanning firm the Timebank has launched a new support service that it believes will help Financial Planners and Paraplanners avoid the need to defer CPD due to the pandemic.
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Expert Wealth becomes CISI Accredited Planning Firm
The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
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CISI Annual Paraplanner Conference goes virtual
The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.
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CISI 2020 Paraplanner Conference goes virtual
The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.
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Guest Column: 4 ways to help clients cope with volatility
Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these...
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O&M Pension Solutions launches cashflow modelling tool
DB transfer specialist O&M Pension Solutions has extended its product range with the launch of a new Financial Planning software suite called FinCalc.
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Jacqueline Lockie: How pandemic might change clients
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
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Cashflow Modeller added to Selectapension tools
Pension and investment tool provider Selectapension has added a cashflow modelling tool to its system.
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Tenet buys 4th advice firm in 6 months
Acquisitive financial adviser group Tenet has acquired its fourth advice firm in the past six months, allowing the principal to retire.
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SimplyBiz founder Davy to move to deputy role
Ken Davy, founder and chairman of adviser support company SimplyBiz, is to step down to become deputy chairman next year in a senior executive reshuffle.
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Editor’s Column: Testing times for even the best planners
I would like to share some good news this week but realistically the Coronavirus outbreak will test many Financial Planning models to the limit and not all firms will survive.
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Financial services sector set to slump - CBI survey
Financial services firms expect to be hit with a major drop in business in the next quarter due to Coronavirus, according to the latest CBI/PwC Financial Services Survey.
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Govt launches Coronavirus £5m loans for SMEs
The Government has launched its ‘Coronavirus Business Interruption Loan Scheme’ today with the offer of interest and fee-free government-backed loans of up to £5m to SMEs.
Assuming cashflow is required, the following results were found.
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