The latest digital edition of Financial Planning Today, our 40-page magazine for Financial Planners and Paraplanners, has now been published and is available online.
Read more ...Sanlam HNW client Private Office recruits two from rival
- Monday, 25 September 2017
- Articles

Sanlam UK - part of Sanlam Limited, the South African-based group - has speeded up the development of its HNW client Private Office arm by appointing two new experienced recruits, Jonathan Moon and Will Cayzer.
Read more ...Former pensions minister criticises Labour ‘pension at 64’ plan
- Monday, 25 September 2017
- Articles

Sir Steve Webb, the former pensions ministers, has warned that Labour Party plans for reduced state pensions at 64 “face serious practical obstacles.”
Read more ...Brexit fears hit financial services optimism - CBI survey
- Monday, 25 September 2017
- Articles

Brexit fears have knocked confidence within the financial services sector where sentiment deteriorated in the three months to September, according to the latest CBI/PwC Financial Services Survey.
Read more ...Pension schemes raise concerns over new DB transfer advice
- Friday, 22 September 2017
- Articles

The Pensions and Lifetime Savings Association has raised concerns about the way the FCA wants information provided to clients considering a pension transfer.
Read more ...CISI Financial Planner membership up 22% on conference eve
- Friday, 22 September 2017
- Articles

The CISI says that membership of its Financial Planning Forum has risen 22% since the merger with the IFP from 2,100 to 2,700 – as the body prepares for its annual Financial Planning Conference next week.
Read more ...Steve Webb warns of cuts to pension tax relief
- Friday, 22 September 2017
- Articles

Sir Steve Webb, a former pensions minister, believes there is a strong likelihood the Chancellor will have to cut pension tax reliefs in the November Budget or soon after to make up for revenue shortfalls.
Read more ...2017 CISI Financial Planning Conference ends on a high
- Friday, 22 September 2017
- Articles

The CISI has called its 2017 annual Financial Planning Conference at Celtic Manor Resort in Newport, Wales "a great success."
Read more ...Chase de Vere to acquire Medical Money Management
- Friday, 22 September 2017
- Articles

National IFA firm Chase de Vere is to acquire Liverpool-based, 80-employee Financial Planning firm Medical Money Management, a specialist in providing Financial Planning advice to medical, dental and other professionals.
Read more ...Competition Authority confirms investment consultancy probe
- Thursday, 21 September 2017
- Articles

The CMA has published details of the areas it plans to examine as part of its probe into investment consultancy as its sets out the scope of its investigation and confirms it will launch a probe.
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