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Financial Planners

Displaying items by tag: Financial Planners

Wednesday, 13 May 2020 09:21

Planners move beyond platform cost comparison

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.

Published in Articles
Tuesday, 12 March 2019 09:04

Quilter to add SIPP capability to new platform

Growing wealth manager and Financial Planner Quilter is planning major investment in its new UK Platform which will see it add SIPP capabilities, Junior ISAs and cash accounts.
Published in Articles
Friday, 25 January 2019 12:33

CISI members' fears over Pensions Dashboard cost

The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.
Published in Articles
Financial Planners have been warned about failing to grab the opportunity to capitalise on the mass of medium sized businesses in need of auto-enrolment schemes.
Published in Articles
A group of experienced Financial Planners and financial professionals has today launched a new business which will help advisers and planners boost their business in the Auto Enrolment pensions market.
Published in Articles