The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.
I recently had an email from Personal Accounts Delivery Authority (PADA). It was a response to all participants in the consultation on retirement income options for personal accounts members, and had been sent to all those who submitted a response.
The debate on Equitable Life in Westminster Hall yesterday offered precious little hope of a speedy or satisfactory resolution to the problems caused by the collapse of the mutual insurer.
I always used to think a reboot was something you had to do to a computer after you had installed some new software.
This is the first in our series of reviews that look at the 'Planning' tools available in the UK to help financial planners analyse their clients' financial positions and build effective financial plans to help meet their future goals and aspirations....
Spending the evening in the delightful company of some former colleagues at a dinner party on the coast (watercress soup, followed by coq au vin, then a sumptuous choice of desserts that featured syllabub, bakewell tart and/or fruit pavlova, with an extensive...
The former shadow home secretary David Davis has secured a 90-minute Westminster Hall debate on the Government's response to the latest Parliamentary Ombudsman's report on Equitable Life.
The recent stock market rally has masked a fundamental change going on behind the scenes of UK Financial Services plc.
I was reading an article on the BBC news site about how the sound of the Cuckoo heralds the start of spring.