The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online.
Read more ...CISI Paraplanner Conference to stay virtual in 2022
- Wednesday, 10 March 2021
- Articles

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed.
Read more ...Building long-lasting client relationships
- Wednesday, 10 March 2021
- Articles

Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.
Read more ...Private equity firm PCP buys Parmenion for £102m
- Tuesday, 09 March 2021
- Articles

Private equity firm Preservation Capital Partners has today acquired the Parmenion platform from owners Standard Life Aberdeen for "up to £102m."
Read more ...James Hay sells SSAS book to Westbridge
- Tuesday, 09 March 2021
- Articles

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Read more ...Combined M&G Wealth business reaches £28bn in assets
- Tuesday, 09 March 2021
- Articles

After combining its Financial Planning businesses with platform Ascentric and the M&G funds business into M&G Wealth, the firm now has £28bn in assets across the division.
Read more ...40% of Britons have 3 or more pension pots
- Tuesday, 09 March 2021
- Articles

Over 40% of Britons have three or more pension pots including their state pension.
Read more ...SLA continues search for Parmenion buyer
- Tuesday, 09 March 2021
- Articles

Standard Life Aberdeen continues to look for a buyer for its Parmenion platform, according to its financial results released this morning.
Read more ...Shareholders oppose 3 board reappointments at Transact parent
- Tuesday, 09 March 2021
- Articles

Integrafin, the parent company of adviser platform Transact, has faced significant shareholder opposition at its AGM to three board reappointments, including chairman Richard Cranfield and founder Michael Howard.
Read more ...Coronavirus widens gender pensions gap
- Tuesday, 09 March 2021
- Articles

The average woman in her 20s would have to work 37 extra years to retire on the same pension as a man of the same age and the Coronavirus pandemic has made the situation worse, according to new research.
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