financial planning

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.

The Institute of Financial Planning has introduced two one day workshops on personal financial planning and planning for the business owner.

The Chartered Insurance Institute has unveiled details of its advanced diploma in financial planning, which forms the final element in its new exam framework.

Belgravia, London-based private bank Duncan Lawrie has moved closer to the IFA community through the acquisition of financial planning business Hill Martin.

A financial planning firm has launched online advice services which target consumers who prefer to do their shopping and manage money over the internet.

One in 10 working Britons fear their jobs are in imminent danger but over a third have little or no savings to tide them through emergencies, according to Prudential.