Hundreds of professionals from the Financial Planning world will flock to Wales in just over a week for the profession's biggest annual event.
Read more ...Financial Planning world comes together at Celtic Manor
- Friday, 26 September 2014
- Articles

Workplace pension scheme membership rises to 27.9 million
- Thursday, 25 September 2014
- Articles

Total membership of occupational pension schemes with two or more members increased last year by 300,000, the Office for National Statistics has reported this morning.
Read more ...Most complained about firms revealed by the FCA
- Thursday, 25 September 2014
- Articles

The FCA has revealed which firms it has received the most complaints about, with Barclays Bank topping the list for investment products.
Read more ...£400m wealth management firm bought out
- Thursday, 25 September 2014
- Articles

Thomas Miller Investment has agreed a deal to buy Broadstone Wealth Management for an undisclosed sum.
Read more ...Paraplanner Powwow may become two day event in 2015
- Wednesday, 24 September 2014
- Articles

The emerging Paraplanner Powwow movement could be set to expand further still with the national event doubling its time next year.
Read more ...Investment adviser gets FCA ban for false information
- Wednesday, 24 September 2014
- Articles

An investment adviser has today been banned by the FCA from performing any function in relation to any regulated activity.
Read more ...Paraplanners want unified standard for their profession
- Wednesday, 24 September 2014
- Articles

Paraplanners want to see the creation of a unified standard for their profession, including a minimum level of qualification, and have even suggested creating their own distinct professional body, Financial Planner Online has been told.
Read more ...FCA ready for mis-selling complaints on EEA UCIS fund
- Wednesday, 24 September 2014
- Articles

The FCA believes that some investors who put money into the EEA Life Settlements fund, a UCIS or unregulated collective investment scheme, were mis-sold. Read more ...
Complaint against Financial Planning firm's advice upheld
- Tuesday, 23 September 2014
- Articles

A complaint against a Financial Planning firm following an 'unsuitable' £50,000 investment for a client who had come into some inheritance money has been upheld by The Financial Ombudsman Service.
Read more ...Barclays gets record £38m fine over 'unacceptable' conduct
- Tuesday, 23 September 2014
- Articles

The FCA has punished Barclays Bank with the highest ever fine for client asset breaches - leaving the bank having to pay nearly £38 million.
Read more ...