Editor’s Comment: Has Financial Planning failed?
- Friday, 19 January 2024
- Articles
Financial Planning Week, the CISI’s annual consumer-focused campaign to promote the benefits of professional financial advice, kicks off on Monday.
Read more...Former IA CEO to chair new FCA ESG adviser group
- Tuesday, 16 January 2024
- Articles
The FCA has named former Investment Association CEO Daniel Godfrey as the first chair of its new sustainable finance adviser group.
Read more...Too many Planners relying on averages warns DFM
- Thursday, 11 January 2024
- Articles
Too many Financial Planners are relying on averages for their retirement income planning process, according to DFM Hymans Robertson Investment Services.
Read more...FCA warns 'reckless' pension transfer specialist of action
- Tuesday, 09 January 2024
- Articles
The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.
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