Former pensions minister Baroness Ros Altmann says a PLSA call for smaller DB pension schemes to be merged into ‘superfunds’ to cut costs and improve returns is a “win-win” for employers and the schemes.
Read more ...Ex-pensions minister Altmann backs pension ‘superfunds’
- Thursday, 28 September 2017
- Articles

Stroke survivor Nick gets double ovation at CISI conference
- Wednesday, 27 September 2017
- Articles

Former IFP chief executive Nick Cann, who suffered a major stroke in 2013, received two standing ovations at the annual CISI-IFP Financial Planning Conference today with a moving account of his battle to rebuild his life.
Read more ...UK economy to weaken but don't blame Brexit - 7IM's Justin
- Wednesday, 27 September 2017
- Articles

Justin Urquhart Stewart, director and co-founder of investment provider 7IM, said that the UK economy was weakening and the economic cycle - and not Brexit - was the main culprit although he agreed Brexit had unnerved international investors.
Read more ...Warren Shute wins CFP of the Year Award
- Wednesday, 27 September 2017
- Articles

Financial education evangelist Warren Shute has won the coveted Certified Financial Planner of the Year Award in the annual CISI Financial Planning Awards.
Read more ...2,300+ sign up for first Festival of Financial Planning
- Wednesday, 27 September 2017
- Articles

More than 2,300 financial advisers have so far signed up for the PFS Festival of Financial Planning in November which is set to be the biggest Financial Planning Conference the UK has seen.
Read more ...CISI strategy to focus on Financial Planning and global growth
- Tuesday, 26 September 2017
- Articles

CISI chief executive Simon Culhane, Chartered FCSI, says that expanding the CISI’s Financial Planning membership and international growth will be the two key strategic aims for the body in the coming year.
Read more ...Two Financial Planning firms join Fairstone group
- Tuesday, 26 September 2017
- Articles

Fast-growing Chartered Financial Planning firm Fairstone has added two Financial Planning firms to its downstream buy out (DBO) programme which will ultimately see them acquired.
Read more ...CISI to revamp Certified Financial Planner designation
- Tuesday, 26 September 2017
- Articles

The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.
Read more ...Latest Financial Planning Today magazine out now
- Tuesday, 26 September 2017
- Articles

The latest digital edition of Financial Planning Today, our 40-page magazine for Financial Planners and Paraplanners, has now been published and is available online.
Read more ...Sanlam HNW client Private Office recruits two from rival
- Monday, 25 September 2017
- Articles

Sanlam UK - part of Sanlam Limited, the South African-based group - has speeded up the development of its HNW client Private Office arm by appointing two new experienced recruits, Jonathan Moon and Will Cayzer.
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