The launch of a new FCA and TPR campaign to boost awareness of pensions scams has been welcomed by the profession.
Read more ...Backing for joint FCA and TPR anti-pension scam campaign
- Tuesday, 14 August 2018
- Articles

CISI moves into new international hub in Sri Lanka
- Tuesday, 14 August 2018
- Articles

The CISI, the global professional body for securities, investment, wealth and Financial Planning professionals, has relocated to its new office premises in Sri Lanka at 345, R.A De Mel Mawatha, Colombo 03.
Read more ...Wealth manager hires ex-Aviva exec as finance director
- Tuesday, 14 August 2018
- Articles

Pension transfer values maintain stability
- Tuesday, 14 August 2018
- Articles

Pension transfer values remained stable during July new figures have revealed.
Read more ...Property wealth 'no remedy' for poor pensions planning
- Monday, 13 August 2018
- Articles

Royal London has warned that property wealth in the family home is no ‘get out of jail free card’ for those with low pensions.
Read more ...Treasury outlines legislation plans for a ‘no-deal’ Brexit
- Monday, 13 August 2018
- Articles

The Treasury has outlined its financial services legislation plans in the event of a ‘no deal’ Brexit although it believes a transitionary deal until December 2020 will still happen.
Read more ...Retirement provider backs calls to save the LISA
- Monday, 13 August 2018
- Articles

A retirement solutions and financial education provider has joined calls to retain the LISA (Lifetime ISA) despite Treasury Committee calls to kill off the ISA product.
Read more ...Top 10 Planner Tips on working with HNW clients
- Monday, 13 August 2018
- Articles

Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.
Read more ...Castle hosts launch of rebranded Chartered Financial Planners
- Friday, 10 August 2018
- Articles

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.
Read more ...Mattioli Woods buys Midlands Financial Planner for £4m
- Friday, 10 August 2018
- Articles

Mattioli Woods, the wealth management and employee benefits business, has acquired Broughtons Financial Planning in a deal worth up to £4m.
Read more ...