The Institute of Financial Planning says it had its best financial year in 2009 despite having to take a loan of £75,000 from two of its directors.
Curtis Banks – Flexible Family Trust
They say one of the signs that doctors look for when trying to diagnose insanity is someone repeating the same mistakes over and over again.
Former IFA Association director general Garry Heath is looking to raise £25m to fund a new IFA consolidation vehicle.
By Jamie Clark, Business Development Manager With only a few weeks to go before the new pension freedoms allow people to access their pension funds as and when they like, there are concerns that the consequences of making (or not making) the right decision could put pension savings at risk. Yes, this revolution is exciting; […]
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- Top trends
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]