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.
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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.
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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.
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Monday, 27 January 2014 11:25
Planners urged to grab auto-enrolment opportunities
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.
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Monday, 28 October 2013 00:00
Planners unite to launch Auto Enrolment Advisory business
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.
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