Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.
Read more ...CII and PFS hire digital and information chief
- Tuesday, 01 November 2022
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The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.
Read more ...Public confused by pension acronyms
- Tuesday, 01 November 2022
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More than 3 in 4 consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.
Read more ...Standard Life hires retail MD from M&G Wealth
- Tuesday, 01 November 2022
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Standard Life, part of the Phoenix Group, has appointed Dean Butler to a newly-created role of managing director of retail direct.
Read more ...PFS Festival - Consumer Duty 'tougher' than TCF
- Monday, 31 October 2022
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The new FCA Consumer Duty will be much tougher than the previous Treating Customers Fairly regulatory principles, the FCA's director of consumers investment Therese Chambers told Financial Planners in a keynote speech at the two-day Festival of Financial Planning which got under way today.
Read more ...FCA prosecutes 5 over alleged £1.2m investment fraud
- Tuesday, 01 November 2022
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The Financial Conduct Authority is prosecuting five people for involvement in an alleged £1.2m ‘binary options’ investment fraud between 2016 and 2020 and an attempted cover up in 2022.
Read more ...One Four Nine hires Financial Planner as COO
- Tuesday, 01 November 2022
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Rapidly-expanding adviser and fund manager One Four Nine Group has bolstered its senior team with three senior appointments, including appointing a Chartered Financial Planner as chief operating officer.
Read more ...PFS Festival - Time to shout about profession
- Monday, 31 October 2022
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The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.
Read more ...PFS Festival - All the award winners
- Wednesday, 02 November 2022
- Articles

Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.
Read more ...Kingswood buys Lincs Chartered Planner for £3.5m
- Thursday, 03 November 2022
- Articles

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m.
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