The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more ...CISI 2019: Financial Planners have "extraordinary" gift
- Monday, 30 September 2019
- Articles
Professor Deen Sanders, one of Australia's leading financial services experts, told this year CISI's Financial Planning Conference that planners had an "extraordinary" relationship with clients which often beat that of lawyers.
Read more ...Tilney partners with Royal College on NHS pensions advice
- Monday, 30 September 2019
- Articles
The Royal College of Physicians and Surgeons of Glasgow is to work with Financial Planning and investment advice firm Tilney on delivering advice on pensions to its UK membership.
Read more ...Clifton Asset Management to acquire firm
- Monday, 30 September 2019
- Articles
Financial Planning firm Clifton Asset Management has revealed the latest firm it intends to acquire via a 'downstream' purchase.
Read more ...Financial Planner raises over £1,000 in charity cycle
- Friday, 27 September 2019
- Articles
A Cambridgeshire-based Chartered Financial Planning firm raised more than £1,000 for local hospital.
Read more ...FCA appeals for evidence as Connaught probe opens
- Friday, 27 September 2019
- Articles
The FCA has appealed for people affected by the collapse of Connaught Income Fund Series 1, which went into administration in 2012 and cost investors £100m, to come forward to help the investigation.
Read more ...Profession stops £4.5m of fraud a day in H1 2019
- Friday, 27 September 2019
- Articles
Fraud worth £820m was stopped in the first half of 2019, up 14% on the previous year, according to the latest figures from UK Finance.
Read more ...New chairman takes over at Transact parent company
- Friday, 27 September 2019
- Articles
Law firm partner Richard Cranfield is to take over as chairman of platform Transact’s parent company Integrafin from next week, the company confirmed today.
Read more ...FCA updates post-Brexit directions and requirements
- Friday, 27 September 2019
- Articles
The FCA has updated and published draft post-Brexit directions under its Temporary Transitional Power (TTP).
Read more ...Pension savers lose out in £600m ‘tax grab’
- Friday, 27 September 2019
- Articles
Pension savers lost out on £600m last year according to HMRC personal pension statistics released today.
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