financial planning

Standard Life has urged widows to review their legal and financial affairs to meet their changed circumstances.

A third of Brits are financial fantasists, according to a survey by National Savings and Investments, a UK financial provider.

Financial planning firms are now able to apply for chartered status after the Chartered Insurance Institute introduced corporate status for its Chartered Financial Planner title.

Asking a client what they would do if they knew the date of their death could soon form part of an advisers' fact-find interview, according to IFA firm Lighthouse Group.

A financial planning software system has been launched which enables advisers to demonstrate to clients whether their current financial circumstances will allow them to meet their future lifestyle objectives.

The Institute of Financial Planning is hosting two workshops on values-based financial planning and life planning skills as part of a series aimed at developing the client service proposition.

In Australia we have a colloquialism we use when arguing about the blindingly obvious - even "Blind Freddy" can see that.

The fundamental rule of commercial life is that life companies are the natural long term owners of distribution and financial planning businesses.

Jane Wheeler, president of the Institute of Financial Planning, believes the fact more advisers are making the transition to a new advice model is giving the organisation momentum in its vision to develop financial planning in the UK.

Care fees planning group Symponia is extending its remit to encompass all areas of financial planning for people aged 65 and over.