Paraplanners renew calls for standard to bring fresh blood into profession

Leading paraplanners have said that setting a standard for the role would help more young people enter the profession as they renew calls to rejuvenate the paraplanning brand. In a panel discussion with Money Marketing, EQ Investors head of technical Dan Atkinson and Lime Outsourced Paraplanning director Rebecca Lucas welcomed recent discussions on setting a […]


Police probe suspected cold-callers linked to collapsed advice firm

The police and The Pensions Regulator have launched an investigation into a number of pension schemes suspected of being linked to cold-calling. The regulator is concerned pension holders have been phoned and persuaded to transfer their funds into poorly-run schemes with the promise of higher returns and cash incentives upfront. As part of the same […]


Beaufort Group lines up three firms to join network

Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]


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