NEW: Financial Planning Today magazine out now

To ensure you receive every issue and get lots of extras you can now sign up for our new £9.99 monthly digital subscription package (cancel anytime). See terms below.

You can also upgrade to our Premium Subscription package and receive the HD print edition of the magazine. Go to ‘My Account’ when you are signed in for more details.

A digital package gets you unlimited access to the magazine and website plus our valuable 5 Year Magazine library. Enjoy dozens of case studies, business-building articles and in-depth features on essential topics for Financial Planners, Paraplanners and Wealth Managers.

Highlights in the latest issue include:

• Inside My Business: Gretchen Betts talks about pandemic recovery and launching Magenta 2.0
• Key issues to consider when selling a Financial Planning business
• The implications for Financial Planners of the pivotal Carey Pensions judgement, with contributions from leading SIPP experts John Moret and Lisa Webster
• Trans planner Jamie Lowe talks about what inspired them to set up a new LGBTQIA+ Financial Planning firm in Manchester
• Plus Planner Casebook with Roger Jackson of FMB unravelling a complex wealth case and The Client Hunter on building client loyalty with experienced planner Paul Smith of Brown Shipley
• Plus: A round up of recent key Financial Planning stories, job moves, news from the professional bodies, the impact of the Russian invasion on global markets, DFM update and analysis plus lots more.

• Important: future issues of the magazine will only be sent to registered readers of Financial Planning Today website so please register now to avoid missing out – www.financialplanningtoday.co.uk. 

Financial Planning Today magazine is the only UK publication exclusively for Financial Planners and Paraplanners and is available in digital and print editions on subscription. For more details of subscription options click on ‘My Account’ on the website homepage (once you’ve registered for Financial Planning Today website – registering is free): 

> Subscribe now for £9.99 a month (cancel at anytime). Subscription expires at the end of month of cancellation. No refund of unused portion of month cancelled. Terms Apply.

Support email: Subs@portfoliopublishing.co.uk

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