Tag: financial planning software

Have your say on what platforms, pensions and savings providers should offer in 2022

Posted by Ian McKenna | Jan 14, 2022 | Weekly Roundups |

I am going to begin my summary of the week by highlighting our January Advice Tech Forum. This...

Posted by Ian McKenna | Jan 7, 2022 | Weekly Roundups |

The turn of a year is a great time to look back and review what has gone on in the previous twelve...

Posted by Ian McKenna | Dec 10, 2021 | Weekly Roundups |

I’m going to start my summary this week by pointing out that today is the last day to get the...

Posted by Ian McKenna | Oct 29, 2021 | Weekly Roundups |

First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am. ...

Posted by Adam Flowers | Aug 6, 2021 | Weekly Roundups |

Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...

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