Marriott Glasgow Hotel

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The Institute of Financial Planning Scottish Conference was deemed a success this week.

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The Institute of Financial Planning has set up an ‘Ask a Planner’ section on its website ahead of Financial Planning Week.

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Almost half of consumers are more concerned about their finances now than they were six months ago.

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The Financial Services Authority has fined discretionary investment management firm McInroy and Wood  £15,050 for breaching client money rules.

Graph showing CPI inflation over the last 12 months

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Inflation fell from 5.2 per cent to 5 per cent in October, according to the Office for National Statistics.

Tisa logo

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TISA – the Tax Incentivised Savings Association - has published a report into distributor funds setting out best practices necessary to achieve good consumer outcomes within the current and post RDR regulatory structure.

 

SmartSIPP website

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Suffolk Life, a provider and administrators of Sipps, has confirmed that fixed term deposit accounts are now available in its SmartSipp.

Morningstar website

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Morningstar  UK, a leading provider of independent investment research, has today introduced its revised methodology for the Morningstar Rating for closed-end funds in the UK.

George Higginson of Sesame

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Sesame Bankhall Group is joining forces with IFP sponsor Henderson Global Investors to launch an investment company that will help adviser firms to create bespoke investment solutions for their clients.

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The Financial Services Authority has confirmed that it is unlikely to raise the examination standards from Level Four to Level Six.

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