The Institute of Financial Planning has announced that Sam Rees-Adams will be joining the IFP team from this week in a newly created, full-time post of professional standards director. Read more ...

Tagged under #Sue Leech #Sam ReesAdams #director of professional standards

The Financial Planning Standards Board (FPSB), the global non-profit standards-setting body for the profession, has released a statement followng its conference held in Sydney recently reaffirming members' commitment to its vision of Financial Planning as a distinct global profession. Read more ...

Tagged under #FPSB #Steve Gazzard #Barry Horner #Steve Helmich #Sydney

The Association of British Insurers has today launched what it says is its first comprehensive review of the UK's retirement needs. Read more ...

Tagged under #retirement #ABI #Otto Thoresen #Huw Evans

Charles Stanley has acquired investment and wealth manager Evercore Pan Asset for an undisclosed initial cash sum and is likely to make significant cost savings by merging the companies. Read more ...

Tagged under #Charles Stanley #Evercore Pan Asset #John Redwood

Reading-based Distribution Technolgoy (DT), a provider of Financial Planning and practice management technology, says its newly-launched Dynamic Planner Intelligence report shows that planners' clients have become more risk averse in the past six months. Read more ...

Tagged under #risk #Distribution Technology #Dynamic Planner Intelligence #risk averse

The Financial Ombudsman Service announced today that after almost four years with the ombudsman service Natalie Ceeney is stepping down as Chief Ombudsman. Read more ...

Tagged under #FOS #Ombudsman #Natali Ceeney #Sir Nicholas Montagu #Tony Boorman

Aberdeen Asset Management has formed a "strategic relationship" with Lloyds Banking Group and, as part of the deal, will acquire Scottish Widows Investment Partnership for approximately £650m. Read more ...

Tagged under #Lloyds Banking Group #Aberdeen Asset Management #SWIP #Aberdeen #Martin Gilbert

The countdown is under way to the launch of the IFP's consumer-focused Financial Planning Week 2013 campaign on Sunday 24 November.
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Tagged under #IFP #Financial Planning Week #Accredited Financial Planning Firms #Sue Whitbread #Steve Gazzard #CFP Professionals #Will Greenwood MBE

Russell Investments is to acquire On-line Partnership Group - the holding company of IFA networks IN Partnership and Whitechurch - as part of a drive into the adviser market. Read more ...

Tagged under # Russell #IFA #Online Partnership Group #Kevin McDonagh #Greg Stark

Capita has told shareholders it plans to sell off its Sipp administration business due to losses. Read more ...

Tagged under #Capita #SIP #Salisbury