Forty-six firms have so far signed up to provide free Financial Planning surgeries worth up to £500 to consumers.
Read more ...46 firms offer free Financial Planning surgeries worth £500
- Thursday, 13 April 2017
- Articles

Financial Planning firms begin week of promoting profession
- Thursday, 13 April 2017
- Articles

Financial Planning Week 2017, the annual CISI campaign to promote the benefits of Financial Planning to consumers, has begun today.
Read more ...Financial Planner trio join forces for new brand
- Thursday, 13 April 2017
- Articles

A trio of Financial Planners have banded together under a new brand name.
Read more ...Pensions dashboard prototype unveiled, as 24 hour contest begins
- Wednesday, 12 April 2017
- Articles

A pensions dashboard prototype was unveiled today, as a 24 hour contest began between 20 developers to create the best design.
Read more ...Kinder to show planners how mindfulness boosts client skills
- Wednesday, 12 April 2017
- Articles

Life Planning guru George Kinder is aiming to teach Financial Planners how the military, Google and Apple have embraced mindfulness in the workplace and how it can boost client relationships.
Read more ...Advisers face second FSCS bill on top of £100m levy
- Wednesday, 12 April 2017
- Articles

Advisers will have to stump up at least £100m this financial year to fund the FSCS – with an extra bill possible later this year.
Read more ...250 apply to Chartered Financial Planning firm academy
- Wednesday, 12 April 2017
- Articles

A Chartered Financial Planning firm is to increase its staff numbers by 50 per cent as it revealed about 250 people have applied for a role.
Read more ...Charles Stanley sells pension business EBS for £4m
- Tuesday, 11 April 2017
- Articles

Charles Stanley has agreed to sell pension business EBS Management for around £4 million to Embark.
Read more ...FCA rejects standardised Fact Finds
- Tuesday, 11 April 2017
- Articles

The FCA has rejected the idea of introducing a mandatory standardised fact find.
Read more ...Advice and guidance: Shake up for firms unveiled
- Tuesday, 11 April 2017
- Articles

All financial services firms should be commanded to use a new set of explanations for advice and guidance, which should be displayed side-by-side.
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