The Chartered Institute for Securities & Investment (CISI) is to introduce a global Continuing Professional Development (CPD) requirement for all members - 50% of them overseas - and include a requirement for compulsory ethics study.

Kathryn Gannon FPFS of Manning & Company in Cornwall has triumphed in the flagship award at this year’s Personal Finance Society Personal Finance Awards.

The FCA is to require annuity providers to inform clients how much they could gain from shopping around and switching provider before they purchase an annuity under plans announced today.

Injured soldiers and armed forces servicemen are to be offered free financial advice through a Personal Finance Society project.

A Financial Planning firm director fears genuine entrepreneurial investors maybe put off from using flexible pensions such as SSAS, following signals of a scam crackdown.

Financial Planners have been urged to give up just 15 minutes a month to help smoke out pension scammers.

Financial Planners should aim to think more from the client’s point of view and also make better use of technology to improve their businesses.

Standard Life has confirmed that it will retain Elevate, the investment platform it acquired from AXA Wealth, despite also operating its own platform.

The Financial Services Compensation Scheme has declared 16 failed financial advisory firms in default, paving the way for consumers to receive compensation.

Hargreaves Lansdown believes that Autumn Statement documents hint that it is only a matter of time before pension tax relief will have to be targeted for cutbacks by the Chancellor.