Annual Reviews: the rules, a brief history and where to next?
For financial professionals only At the recent Paraplanners Assembly Big Day Out (In), Patrick Ingram shared some views on making… Read more
For financial professionals only At the recent Paraplanners Assembly Big Day Out (In), Patrick Ingram shared some views on making… Read more
Photo by Daniele Franchi on Unsplash For financial professionals only The short story when it comes to choosing a retirement… Read more
For financial professionals only Most advised clients finish their careers with strong budgeting and cash management skills to take into… Read more
We’re delighted to be shortlisted for seven Moneyfacts Awards including Best Platform, Best Ethical DFM, Best Online Service and Best… Read more
For financial professionals only The world is getting old. Populations are aging rapidly and on a global scale; the UN… Read more
If there’s one thing we’re all staying at Parmenion, it’s focused on maintaining the 5 star customer service our customers… Read more
We’re delighted to announce that our Defaqto ratings have been confirmed for 2019. These 5 star product ratings which are… Read more
For financial professionals only Over the past few years, you may have read about many smaller SIPP providers who have… Read more
Parmenion is delighted that Marianne Streames, Head of Proposition, has been long-listed for the Women in Financial Advice [WIFA 2019]… Read more
No, not luxury puddings. Small pension pots, ones which are not central to the big picture of a client’s financial… Read more
