The CISI says that membership of its Financial Planning Forum has risen 22% since the merger with the IFP from 2,100 to 2,700 – as the body prepares for its annual Financial Planning Conference next week.
Sir Steve Webb, a former pensions minister, believes there is a strong likelihood the Chancellor will have to cut pension tax reliefs in the November Budget or soon after to make up for revenue shortfalls.
The CISI has called its 2017 annual Financial Planning Conference at Celtic Manor Resort in Newport, Wales "a great success."
National IFA firm Chase de Vere is to acquire Liverpool-based, 80-employee Financial Planning firm Medical Money Management, a specialist in providing Financial Planning advice to medical, dental and other professionals.
The CMA has published details of the areas it plans to examine as part of its probe into investment consultancy as its sets out the scope of its investigation and confirms it will launch a probe.
Following the release by the Office for National Statistics of the most popular names for boys and girls, investment provider Hargreaves Lansdown has investigated the most common names for fund managers.
IntegraFin Holdings Ltd, the holding company of investment platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares for a stock market listing in 2018.
New Personal Finance Society President Sharon Sutton has launched a PFS Financial Planning Practitioner Panel comprising some of the UK’s leading Financial Planners.
The Work & Pensions Committee is launching an inquiry into “whether and how far” the Pension Freedoms and other pension reforms are achieving their objectives and whether policy changes are needed to protect consumers better.
A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.