The Financial Reporting Council has fined and banned a former finance director of RSM Tenon Group for five years after he admitted multiple counts of misconduct.
Pension transfers hit a new record of £10.6bn in the first quarter of 2018, ONS figures have shown.
SIPP and platform provider AJ Bell has called on the Government to exempt pensions and ISAs from Inheritance Tax as part of a drive to “simplify” UK savings.
Robo adviser Investec Click & Invest is planning to launch a SIPP in the near future, the company’s chief executive has revealed.
The Financial Planning Standards Board, owner of the Certified Financial Planner certification outside the United States, is hunting worldwide for a new director to join its international board.
National IFA and Financial Planning firm LEBC Group has announced strong half-year results, with profits boosted by more than 95%.
The FCA has today published the latest analysis from its Financial Lives study which surveyed nearly 13,000 across the UK and revealed stark financial differences between urban and rural dwellers.
Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.
Utmost Wealth Solutions’ parent LCCG - Life Company Consolidation Group - has completed the acquisition of Generali PanEurope to create a global specialist manager looking after £21bn in assets.
The CISI has appointed a qualified civil engineer its new global director of learning.
Prior to joining the CISI Susan Clements was head of qualifications at the Institution of Civil Engineers, having previously been membership development officer.
After graduating, from Oxford University, she qualified as a Chartered Civil Engineer with WS Atkins before moving into consulting with PwC.
Mid-way through her career she took time out to bring up her family, during which she did voluntary work in the education sector.
Ms Clements was chair of governors for a number of schools and sat on Buckinghamshire County Council’s overview and scrutiny committee for children’s services.
He is a Fellow of the Institution of Civil Engineers.
Simon Culhane, Chartered FCSI, CISI chief executive, said: “We are delighted to have attracted someone of Susan’s stature and experience to join us in this important and strategic role.
“Susan’s experience across the portfolios of learning, qualifications, IT, membership and career development will be invaluable as we respond to the growing global appetite for our professionalism programme.”
Ms Clements said: “I am excited to be joining CISI.
“I am very much looking forward to working with its members and with my new colleagues to promote the highest standards of ethics and competence within the profession.”
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