Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report. A further one in five (22%) of those surveyed said they expected to introduce ESG related questions in the next twelve months, according to the report from analyst firm […]
Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller. DB transfer specialist O&M Pension Solutions extended its product range with the launch of the new Financial Planning software suite in July. The Colchester-based company said that cashflow modeller suite FinCalc marks a new era for the company as it […]
Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee. The Wealth Management Forum is one of nine run by the CISI covering key professional areas such as Financial Planning and Training and Compliance. The Forum provides an opportunity for professionals to meet […]
