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Paraplanner Profile: Imelda de Bruin of Manse Capital

by William Robins on Apr 23, 2014 at 10:15

Imelda de Bruin's favourite bit of technolgoy is Prestwood cash flow planning.

Political promises set up care funding conundrum

by William Robins on Apr 22, 2014 at 14:44

Later life advisers are having to grapple with two announcements made by the government, that together could spell difficulties for clients in older age.

Breaking the barrier: how to boost assets beyond £30m

by Brett Davidson on Apr 22, 2014 at 13:47

Overcome a growth barrier that is common to many advice firms by following seven simple steps that will enable you to scale up assets under advice and turnover, writes Brett Davidson, chief executive of Mode FP.

Rugby winger transfers pitch perfect skills to advice field

by Sarah Pitard on Apr 22, 2014 at 13:28

Sarah Pitard meets Sebastian Hurst of London-based AS Financial, a professional rugby player and ‘pensions man’ who aims to be top of his game both on and off the pitch.

Compare yourself to your peers: Essentially Financial

by Sarah Pitard on Apr 16, 2014 at 13:53

Click through for the facts and figures behind Les Conway's Essentially Financial.

Cuts create planning prospect for MI Financial Services

by Douglas Brown on Apr 15, 2014 at 15:06

Douglas Brown meets Tony and Flo Menghini of MI Financial Services in Trowbridge, who are working with Wiltshire County Council to advise employees facing redundancy.

Why consistency is key in compliance reporting

by Damian Davies on Apr 15, 2014 at 12:58

The content of a compliant report is outlined by a firm’s compliance officer. As a good paraplanner you should try to push against things that would be better placed in the file than the report, says Damian Davies of The Timebank.

Shop ’til you drop: have pensions become consumer goods?

by William Robins on Apr 15, 2014 at 09:46

The argument that you had to buy an annuity and there was no return from it was never quite true, but people won’t be buying Lamborghinis either.

Self-employed advisers: how to stay the right side of the FCA

by Rebecca Prestage on Apr 10, 2014 at 12:25

There is nothing wrong with encouraging staff to be more profitable but firms must monitor self-employed advisers to satisfy the FCA that no mis-sales are taking place, writes Rebecca Prestage of The Consulting Consortium.

Don’t be scared of ‘just’ being an adviser

by Damian Davies on Apr 02, 2014 at 16:03

Why are people these days scared to admit to being ‘just’ an adviser? And why do planners say people who don’t plan just flog products?

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