The Personal Finance Society, the body for Chartered Financial Planners, has added some leading Financial Planners to its 'PFS Power' CPD panel to help expand and strengthen the content.
Read more ...Coutts launches in Scotland with 3 offices
- Monday, 04 October 2021
- Articles

9 out 10 advisers moving towards hybrid advice
- Tuesday, 05 October 2021
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Most financial advisers (91%) plan to adopt a hybrid advice model - combining in-person and digital engagement - over the next few years, according to a professional body’s poll.
Read more ...FOS to encourage firms to settle complaints quicker
- Tuesday, 05 October 2021
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The Financial Ombudsman Service has proposed changes to its case reporting process to encourage firms to settle early and reduce waiting times.
Read more ...Recruitment moves higher on Planners' agendas
- Tuesday, 05 October 2021
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The number of Financial Planning firms planning to recruit in the next 12 months has nearly doubled from 32% last year to 57% this year, according to a new report.
Read more ...Transgender women win State Pension rights
- Tuesday, 05 October 2021
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Transgender women born in October and November 1953 have been told by the Department for Work and Pensions (DWP) they may be eligible for the Women’s State Pension from 31 October 2018 to the date of their 65th birthday.
Read more ...Digital estate planning service for Planners launches
- Tuesday, 05 October 2021
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A new cloud-based platform to help advisers with estate planning has been launched this morning.
Read more ...FSCS declares Nottingham-based DFM in default
- Wednesday, 06 October 2021
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The Financial Services Compensation Scheme has declared Nottingham-based DFM Clear Capital Management in default.
Read more ...PFS President Sarah Lord joins Cooper Parry
- Tuesday, 05 October 2021
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Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.
Read more ...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
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Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
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