Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

The FCA confirmed today that that it will go ahead with its plans for long-term investment funds aimed at sophisticated investors and pension funds, potentially opening them up later to some retail investors.

Chancellor Rishi Sunak will deliver his Spending Review and Autumn Budget this week at lunchtime on Wednesday, 27 October.

The FCA has today published final rules to “streamline and simplify” the prudential requirements for solo-regulated UK firms authorised under the Markets in Financial Instruments Directive (MiFID). 

The latest issue of Financial Planning Today Magazine is now out and we're pleased to bring you a complimentary link to preview the issue plus a special subscription offer.

The latest issue of Financial Planning Today Magazine is out now and reveals how tech 'heroes' helped Financial Planners to slay the Covid dragon. 

The latest Financial Planning Today Magazine reveals how a collection of tech 'heroes' - essential apps and software tools - helped Financial Planners to slay the Covid dragon. 

The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services. 

The latest issue of Financial Planning Today Magazine is out very soon but you can enjoy the current issue by clicking the link below to get a free preview with our compliments. 

The latest issue of Financial Planning Today Magazine is out and you can enjoy the new issue by clicking the link below.