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Trading Cost Anomalies Trading Cost Anomalies   Over the past few days people have highlighted the vast

Today I have produced some new charts to coincide with CP 17/16 regarding advising on pension transfers.

Active Vs Passive A week or so ago an adviser asked me to write to a client

Artificial poppies were first sold in Britain in 1921 to raise money for the Earl Haig Fund

This year, I entered the CISI paraplanner of the year competition, unfortunately I did not make the

Ethical Questionaire

Pound cost Ravaging charts

As part of the “paraplanning giving back” initiative born by Dan Atkinson, I thought I would jot

Plan Works has designed and developed a simple drawdown tool using Excel.  The video below details its

A client of ours recently had one of our reports reviewed by their outsourced compliance service.  The

Having met and worked with a number of adviser firms, I often get asked how other advisers

This is a very simple trick that I learnt at the National Powwow. This is a very

We wish you a merry annual review, We wish you a merry annual review, We wish you

    Paraplanners resist deeper definition and regulation As demand for paraplanners from financial advisory firms outstrips

It amazes me that fund houses still believe that they can influence distribution by offering commercial terms

Are you an experienced paraplanner or administration assistant within a financial adviser practice looking for a new