HM Revenue & Customs says it believes it is beginning to win the battle again internet crooks and fraudsters by averting over a million visits to deceptive websites over the past year.
Read more ...Late start to Financial Planning is biggest ‘risk’ for clients
- Monday, 09 October 2017
- Articles

Leaving Financial Planning too late in life remains the biggest threat to clients’ future financial security, according to the latest Aegon Adviser Attitudes Survey.
Read more ...Fraudster used £1.9m investing scam to grab life savings
- Friday, 06 October 2017
- Articles

A serial fraudster who persuaded investors to hand over their life savings in a gold trading scam has been sentenced to seven years in prison.
Read more ...Life Planning founder Kinder wins award for client dedication
- Friday, 06 October 2017
- Articles

George Kinder, leader of the Life Planning movement in Financial Planning and founder of the Kinder Institute of Life Planning, has won the Transparency Task Force’s Transparency Trophy for his long term dedication to putting consumers first in the financial advice process.
Read more ...Moving video of Nick Cann at CISI Conference posted
- Friday, 06 October 2017
- Articles

The CISI has made available a video of former IFP chief executive Nick Cann's moving speech at this year's CISI-IFP Financial Planning Conference which earned him two standing ovations from delegates.
Read more ...Walker Crips reshuffle sees new group COO
- Thursday, 05 October 2017
- Articles

Walker Crips, the investment and wealth management group, has promoted operations director Glenn Cooper to group chief operating officer.
Read more ...PASA to mediate on pension transfer admin
- Thursday, 05 October 2017
- Articles

The Pensions Administration Standards Association (PASA), the independent body set up to improve standards in pensions administration, is to launch a voluntary mediation service to resolve issues experienced by schemes during the transfer of pension schemes from one provider to another.
Read more ...More women set to seek financial advice on divorce
- Thursday, 05 October 2017
- Articles

A London-based private wealth firm believes that more women are set to seek financial advice due to the growing complexity of divorce settlements.
Read more ...Investoo acquires robo-adviser comparison site
- Thursday, 05 October 2017
- Articles

Financial investment and marketing group Investoo has bought RoboAdvisors.com, a website which allows investors to compare robo-adviser services.
Read more ...Aviva snaps up Cardiff-based robo-adviser Wealthify
- Thursday, 05 October 2017
- Articles

Aviva has acquired a majority shareholding in Cardiff-based robo-adviser Wealthify Group, which was set up in 2016 by a tech entrepreneur and a Chartered Wealth Manager.
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