Talks involving leading professional bodies, such as the PFS and the CISI, about a new unified Paraplanning Standard, may take place soon, Financial Planning Today has been told.
Read more ...Paraplanning standard chiefs hopeful on PFS and CISI talks
- Tuesday, 12 July 2016
- Articles

Openwork tops 3,000 advisers across the group
- Tuesday, 12 July 2016
- Articles

Openwork has reported today that it has topped 3,000 advisers across the group for the first time in its history.
Read more ...Brexit: Liabilities soar as pension system looks 'tarnished'
- Tuesday, 12 July 2016
- Articles

Brexit has hit UK pensions as liabilities soar to record levels, The Pension Protection Fund’s latest figures suggest.
Read more ...Exam entrants unaffected as CISI heads to Walkie Talkie
- Tuesday, 12 July 2016
- Articles

The Chartered Institute for Securities & Investment has confirmed it will move its headquarters to the Walkie Talkie Building on August 1 – and that exam entrants will be unaffected.
Read more ...PFS to expand free guidance scheme
- Monday, 11 July 2016
- Articles

The Personal Finance Society is set to expand a scheme offering free generic financial guidance by qualified professional advisers.
Read more ...Advisers expecting portfolio size rise for pension freedom clients
- Monday, 11 July 2016
- Articles

Nearly three quarters of advisers expect an increase in the average portfolio size held by clients seeking pension freedoms-related advice, a survey suggests.
Read more ...Pledge to build 'gender balance' in finance signed by 72 firms
- Monday, 11 July 2016
- Articles

A pledge to build “gender balance at all levels” across financial services firms has been signed by 72 companies.
Read more ...FCA steps in over property fund suspensions
- Friday, 08 July 2016
- Articles

The FCA has sent out a message to fund managers this afternoon reminding them of “their obligations to investors” after a series of property fund suspensions.
Read more ...FCA probes crowdfunding and incompliant P2P financial promotions
- Friday, 08 July 2016
- Articles

The FCA has launched a review into the rules surrounding both investment-based and loan-based crowdfunding.
Read more ...Financial Planning survey seeks planners' views
- Friday, 08 July 2016
- Articles

Financial Planning Today is carrying out a major Reader Survey to find out what planners think about the future of their profession and other key topics.
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