September 2017


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Newsletter, Jobs & Event Alerts


  • New President and board members for the Personal Finance Society

    20 September 2017

    The Personal Finance Society has named Sharon Sutton as its new President for 2017-18 and appointed consultant Rory Percival and Gordon Wilson of Carbon Financial Partners to the board. Sutton, Managing Director of Thornton Chartered Financial Planners, takes over from Nick Turner, who has stepped down from the board after completing a 12-month rotation as...

  • Redmill Advance prize draw

    19 September 2017

    Congratulations to the 10 winners of the Professional Paraplanner and Redmill Advance prize draw. The draw, which closed on Friday, was to win one of the 11 courses that are being offered by Redmill Advance from its range of RO and AF training courses. Winners will receive access to the RO or AF training course of...

  • Retirement saving – compulsion inevitable says 7IM

    19 September 2017

    Seven Investment Management warned that more must be done to encourage people to save sufficiently, effectively and sooner for retirement and that the UK is on an educational journey that must end with compulsion. Justin Urquhart Stewart, co-founder and head of Corporate Development 7IM (pictured), says: “The regulator is understandably concerned about the options and...

  • Pensions need dose of reality

    19 September 2017

    Matthew Phillips, managing director at Thomas Miller Investment, says the industry should focus on highlighting the importance, simplicity and flexibility of pensions to encourage clients to save. People need to recognise the crucial role pensions play in enabling them to retire, and start by making small contributions, Phillips says. “Lots of people knock pensions. In recent...

  • Know a local charity that needs funding? Aviva could help

    18 September 2017

    Insurance giant Aviva has launched its 2017 Aviva Community Fund for a third year running, offering funding to inspirational causes across the UK. The competition invites members of the local community and advisers to submit an idea that will make a difference to a local group or charity, with funding ranging between £1,000 –...


Latest Development

What limit applies to employer pension contributions?

We are frequently asked “what is the maximum employer...

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Latest Events

If you are undecided on whether to attend one of our Seminars….

Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh followed by 11 October in...

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