The Chartered Institute for Securities & Investment’s annual Financial Planning Conference will take place on Monday and Tuesday (1 and 2 October) with hundreds of Financial Planners and Paraplanners heading to the event’s new venue this year.
Citizens Advice, the consumer advice charity, has made a ‘super complaint’ to the Competition and Markets Authority about “excessive prices” it alleges cost ‘loyal and disengaged’ consumers £4bn a year.
Financial Planning risk profile providers PlanPlus Global and FinaMetrica have launched a new joint brand identity and are developing new products one year after they merged.
Fidelity has promoted insider Jackie Boylan to be head of its platform business FundsNetwork.
Wealth manager and Financial Planning firm Tilney is doubling the size of its discretionary investment management team in its Manchester office with three new hires, including a Chartered Financial Planner.
Goldman Sachs’ new online bank Marcus is launching its first savings account in the UK with a market-beating 1.5% on offer.
Chancellor Philip Hammond confirmed today that his next Budget will take place on Monday 29 October.
Four directors of companies involved in the transfer of £57m of pension pots - much of it into SIPPs - have been banned for a combined 34 years following an Insolvency Service investigation.
With six months to go until Brexit, financial advisers have been surveyed on their key priorities for the future with most keen to see initiatives to help clients with pensions and social care costs at the top of the agenda.
The FCA is testing a search function on its well-used official FCA Register which allows consumers to search for a firm of advisers near them.
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