A new Level 4 Financial Planning and Advice exam has been developed by the CISI, with the first tests set to be taken in August.
Read more ...Property wealth worth more than pension savings for 6 in 10
- Friday, 06 May 2016
- Articles
Nearly six in ten people aged 55 or over estimated their mortgage-free home is worth more than the combined value of their and their partner’s pension savings, a poll found.
Read more ...AMPS members: Lifetime ISA an attack on pensions industry
- Friday, 06 May 2016
- Articles
The Lifetime ISA is an attack on the pensions industry, members of AMPS have declared.
Read more ...'Value for money in pensions more than simply cost'
- Thursday, 05 May 2016
- Articles
Value for money in pensions is about more than simply cost, the Pensions Policy Institute has asserted in a new report.
Read more ...Pension Wise’s scope is extended by Parliament
- Thursday, 05 May 2016
- Articles
Financial Planner: LISA need shown by fall in young savers
- Thursday, 05 May 2016
- Articles
The number of younger people with ISAs dropped sharply from 2013 to 2014, new statistics have shown.
Read more ...Transact tops table for platforms market share
- Thursday, 05 May 2016
- Articles
Transact remained the most popular adviser platform for purchases of investment companies during the whole of 2015, the AIC has reported.
Read more ...Paraplanner helps homeless after being made a director
- Wednesday, 04 May 2016
- Articles
A Paraplanner is celebrating her promotion to the role of director in a somewhat unusual manner – by pledging to sleep rough for a night.
Read more ...Financial Planning software firm launches robo-advice platform
- Wednesday, 04 May 2016
- Articles
A Financial Planning software supplier has launched a robo-advice service designed to be hosted on a provider's website.
Read more ...New chair named for global Financial Planning body
- Wednesday, 04 May 2016
- Articles
New chair named for global Financial Planning body
A new chairman of the global Financial Planning Standards Board has been named.
Read more ...