The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.

The FCA league tables for most complained about firms in the investments and pensions sectors have been unveiled this morning.

About £207bn of assets are in flight due to re-platforming, a new report has shown, with the UK platform market in “a state of flux” as much of the industry focuses on tech improvements or acquisitions.

New rules have been proposed this morning to increase disclosure of the transaction costs incurred by pension investments.

The CISI’s chief executive says he would not rule out the organisation changing its name in future to reflect Financial Planning’s importance following the IFP merger.

Aviva has been hit with an £8m fine by the FCA this morning.

Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools.

The CISI last night announced the winners of its annual Financial Planning Awards at its Gala Dinner at the CISI Financial Planning Conference, with Acumen Financial Planning taking the trophy for Accredited Financial Planning Firm of the Year.

The CISI’s chief executive beckoned the IFP members who left after the merger – nearly one in five – back into the fold this afternoon.

Financial Planners have been warned they could fall victim to various legal traps and pitfalls surrounding data protection if they start their own robo-adviser.