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Aviva to use cash to fund £600m share buy-back
Aviva is to use surplus cash to fund a £600m share buy-back of its ordinary shares.
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Companies under fire over DB pension schemes axe plan
Companies have come under fire from a Parliamentary Committee over plans to close their defined benefit pension schemes.
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DB transfer changed my client's life for the best, Chartered Financial Planner reveals
A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.
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‘Cashflow model only way to assess client’s risk’
Cashflow modelling is the “only authentic way” to assess a client’s risk.
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SJP profit nears £1bn as firm eyes 20% growth
St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.
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Two Financial Planning software providers integrate with iO
Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial...
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Chartered planners bought out by national wealth firm
A firm co-founded by Chartered Financial Planners has been bought by national wealth manager Sanlam UK.
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New DFM listings for Financial Planners published
The latest DFM listings for Financial Planners have been published, showcasing more than 190 discretionary propositions available to planners.
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7IM adds 'decumulation' cashflow app
Seven Investment Management has launched a new Retirement Planning Service which integrates with its cashflow app.
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Planners: Our ‘greatest challenge’ is data law change
Major changes to data protection rules will be Financial Planners’ ‘greatest challenge’ this year and is bigger than many have anticipated, planners have said.
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Outsourced Paraplanning firm to double in size
An outsourced Paraplanning firm has revealed to Financial Planning Today magazine that it plans to double in size.
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Wealth manager boosts lifestyle planning focus
A wealth manager is celebrating reaching 10 years in business by strengthening its lifestyle Financial Planning service.
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Financial Planning firm reveals acquisition plans
The head of a Financial Planning firm has told Financial Planning Today she is set to acquire a second advice firm, as she expressed her confidence about the year ahead for the profession.
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Wealth firm boss reveals ‘bold expansion plans’
The chief executive of wealth management firm Foster Denovo, Roger Brosch, has told Financial Planning Today magazine of his ‘bold expansion plans.’
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Latest issue of Financial Planning Today magazine published
The latest edition of Financial Planning Today, our magazine for the profession, has been published and is now available to read online.
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Succession nears 50 acquisitions with 4 new deals
Fast growing wealth manager and Financial Planning group Succession has acquired four financial advisory firms as it heads toward 50 takeovers.
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Prestwood urges mandatory cashflow modelling for pensions
Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling.
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CISI to revamp Certified Financial Planner designation
The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.
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National IFA firm moves to cashflow modelling
National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.
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Financial Planning firm launches ‘tool-kit’ for millenials
A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.
Assuming cashflow is required, the following results were found.
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