PFS: DB transfer mis-selling scandal under way - panel
- Friday, 29 November 2019
- Articles
DB pension transfers are heading for a mis-selling scandal which will attract strong attention from 'ambulance chaser' claims firms, a panel of leading Financial Planners and experts predicted at the PFS 'Futureproof' Annual Financial Planning Conference this week.
Read more...CISI 2019: ‘Planners failing over client focus’ - Rory Percival
- Monday, 30 September 2019
- Articles
Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.
Read more...CISI 2019: Financial Planning Conference opens
- Monday, 30 September 2019
- Articles
The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more...Nucleus partners with Rory Percival to launch adviser guide
- Friday, 12 April 2019
- Articles
Nucleus, the adviser-built wrap platform, has partnered with consultant and former FCA technical specialist Rory Percival to launch a white paper on the rules and regulations around suitability specifically aimed at financial advisers.
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