UK investors pumped £389m into retail funds in November but it was only the second month of positive net retail inflows in 2022.
Read more ...CII pilots revamp to Financial Planning assessment
- Monday, 16 January 2023
- Articles

The Chartered Insurance Institute is piloting a partial revamp of the R06 Financial Planning Practice unit exam.
Read more ...Chartered Planner expands with new office
- Monday, 16 January 2023
- Articles

Expanding Chartered Financial Planner and wealth manager Advanta Wealth has opened a new office in Dundee as part of its growth plans.
Read more ...Experts urge caution over surprise 0.1% GDP rise
- Friday, 13 January 2023
- Articles

Latest government figures out today which show a rise in GDP of 0.1% should be treated with caution, investment experts say.
Read more ...16% of over-65s submitting tax returns
- Friday, 13 January 2023
- Articles

Latest data from HMRC has revealed that many more pensioners are filing tax returns than younger taxpayers.
Read more ...Ex-Charlton footballer jailed for £15m scam
- Thursday, 12 January 2023
- Articles

Former Charlton Athletic footballer Richard Rufus has been jailed for seven and half years for a £15m investment scam.
Read more ...Dynamic Planner hires tech guru as new chair
- Thursday, 12 January 2023
- Articles

Financial Planning software firm Dynamic Planner has appointed Michael Whitfield as its new chair following a major private equity investment last year.
Read more ...Evelyn makes senior hires in Scotland
- Thursday, 12 January 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices.
Read more ...FSCS warns complex cases will push up costs
- Thursday, 12 January 2023
- Articles

The Financial Services Compensation Scheme has warned that rising inflation and more complex cases are pushing up its costs.
Read more ...FinCalc launches Planning software link with Plannr
- Thursday, 12 January 2023
- Articles

Financial Planning software firm FinCalc has launched an extension to integrate with new customer relationship management (CRM) software solution Plannr.
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