The Chancellor has given a grave warning about Britain’s debts as he laid out his first Budget this afternoon.
Read more ...PFS investigates use of Chartered in Unbiased directory
- Wednesday, 08 March 2017
- Articles

The Personal Finance Society is investigating the use of the CII’s Chartered designations by some individuals on the Unbiased website after errors were uncovered.
Read more ...Women's advice firm taken over on International Women's Day
- Wednesday, 08 March 2017
- Articles

A financial advice firm dedicated to women has been taken over, it was announced today, coinciding with International Women's Day.
Read more ...Fraudsters used Obama quote to trick investors in £2m scam
- Wednesday, 08 March 2017
- Articles

Five investment fraudsters who used a Barack Obama quote to help trick dozens of people into handing over nearly £2million have been jailed.
Read more ...IHT and pension calls ahead of Budget
- Tuesday, 07 March 2017
- Articles

As the Budget looms later today, there are calls for Chancellor Phillip Hammond to scrap planned pension changes and to adjust inheritance tax rules.
Read more ...New Chartered Wealth Manager, 26, celebrates exam success
- Tuesday, 07 March 2017
- Articles

A 26 year-old investment manager is celebrating becoming a Chartered Wealth Manager - the highest level of professional qualification in his field.
Read more ...FOS rules firm was wrong over insistent client claim
- Tuesday, 07 March 2017
- Articles

The FOS has ruled a firm was wrong over its claims that a man it advised was an insistent client and ordered it to pay compensation.
Read more ...Chartered bodies fear 'race to bottom' on qualifications
- Tuesday, 07 March 2017
- Articles

The Chartered Body Alliance fears that new European rules requiring advisers to have qualifications could spark a “race to the bottom”.
Read more ...Chartered planner Jason Butler takes stake in virtual advice firm
- Monday, 06 March 2017
- Articles

Chartered Financial Planner Jason Butler has revealed he has taken a stake in a technology consultancy that specialises in helping firms to deliver virtual face to face advice.
Read more ...Planners react to Standard Life merger with Aberdeen
- Monday, 06 March 2017
- Articles

Financial Planners, Paraplanners and analysts have been reacting to the merger of Aberdeen and Standard Life.
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