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Blog

News and updates from 2plan staff

Recent Posts


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The 2plan National Conference 2022: Back in the room with some of the very best in financial services

March 2022 signified an important shift for 2plan as we welcomed more than 250 advisers and firm representatives to our National Conference - the fir

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Reflecting on 2021 and the Added Value of 2plan

Reflecting on the events of 2021 remind us all how far we’ve come, and we should be proud of ourselves and our efforts over the last 12-months. Life

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Teamwork abounds as 2plan smashes fundraising target : “You could feel the shared bond of achievement”

A team of more than 30 2plan advisers and staff took on the Yorkshire 3 Peaks last month and raised over £56,000 for The Openwork Foundation and the

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Seeking Out Good Financial Advice: ‘If it sounds too good to be true, it probably is'

As noted in my piece published in February, 2020 was a year of further growth for 2plan despite pandemic turbulence and the relentless challenges that resulted. However, looking beyond this success, the industry remains in crisis. There are a number of issues at play here.

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Triumph for first virtual National Conference

On Friday 26th March 2plan hosted the first ever virtual National Conference - an interactive afternoon of updates, talks, industry discussion, awards, and lots of laughs delivered through a mix of live streaming and pre-recorded films via Microsoft Teams. The conference programme even factored in time for a gin and tonic - sent in advance to participants.

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Growth at 2plan but the future is challenging for financial services

Despite pandemic turbulence and the relentless challenges that resulted, 2020 was a year of further growth for 2plan Wealth Management. In this piece, CEO Chris Smallwood highlights some of the main assets that enabled the firm to weather the storm last year, and he voices his concerns about the future of an industry where the FSCS has become unsustainable.

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