Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”
PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.
The SIPP sector is facing up to a growing threat from ‘ambulance chasers’ – litigation claims firms trying to encourage clients to make complaints.
University of Derby and the CISI, the CFP-awarding professional body, have joined forces to offer students a new online finance course which could pave the way for them to join the financial services professions.
Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.
Star Wars themes meet Financial Planning again today as the PFS Forces conference will awaken at London’s O2 after reaching the north last week.
The Association of British Insurers (ABI) and National Employment Savings Trust (NEST) have launched a partnership, boosting the relationship between the insurance and long-term savings trade body and the Government-established workplace pension scheme.
Thirty-three new financial services firms have signed up to the Treasury's Women in Finance Charter pushing the total number on board to over 300 - a rise of over 100 over the past year.
The trade union representing workers at Aegon has expressed relief that 800 UK jobs will not go offshore, as the company outsourced administration services to Atos.
Thesis Asset Management has launched a new consultancy service.