Putting Financial Planning into a gaming format could be an effective way of enticing disinterested younger people to consider their pensions, Paraplanners were told this morning.
Read more ...Size of firm no excuse for poor diligence - FCA's Hewitt
- Thursday, 26 May 2016
- Articles

FCA lead associate Christopher Hewitt, an expert in due diligence, says 'size doesn't matter' when it comes to Paraplanners and Financial Planners complying with regulatory due diligence demands.
Read more ...Delegates praised for Paraplanner Conference 'buzz' and interaction
- Wednesday, 25 May 2016
- Articles

The co-chairmen of the CISI Paraplanner Conference this afternoon praised delegates for their high level of interaction and engagement with the sessions.
Read more ...FCA proposes 1% cap on pension early exit charges
- Thursday, 26 May 2016
- Articles

The Financial Conduct Authority is to consult on imposing a 1% cap on early exit charges for consumers using the pension freedoms.
Read more ...AXA sells wealth arm in deal worth total of £615m
- Friday, 27 May 2016
- Articles

AXA UK has agreed to sell its remaining, non-platform UK investment and pensions business, and its direct protection business SunLife, to Phoenix Group Holdings.
Read more ...Axa UK & Ireland chief exits as replacement revealed
- Friday, 27 May 2016
- Articles

The chief executive of AXA UK & Ireland is to leave his role, the company revealed this morning.
Read more ...Yorkshire Financial Planning firm gains CISI Accredited status
- Friday, 27 May 2016
- Articles

A Yorkshire Financial Planning business has earned CISI Accredited Financial Planning Firm status.
Read more ...Pension savings near all time high despite torrid markets
- Friday, 27 May 2016
- Articles

The total value of the UK’s pension savings is just 2% below its all-time high following the recent rally in financial markets, a report has concluded.
Read more ...FCA hires director to take on Tracey McDermott's old role
- Friday, 27 May 2016
- Articles

The FCA has appointed a director of supervision for investment, wholesale and specialists to take up the role formerly held by acting chief executive Tracey McDermott.
Read more ...Financial Planner: Scandals putting clients off tax planning
- Tuesday, 31 May 2016
- Articles

Scandals surrounding tax evasion and aggressive tax avoidance have put off clients of 15% of advisers from using legitimate tax planning techniques, research has indicated.
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