The Personal Finance Society has called for Pension Wise guidance sessions to be made compulsory for consumers planning to sell their annuities.
Read more ...Financial Planners gained 'million pound clients' from campaign week
- Tuesday, 04 October 2016
- Articles

Financial Planning firms gained three or four new ‘million pound clients’ as a result of Financial Planning Week this year, it was revealed this morning.
Read more ...‘Grumpy’ planners told: ‘You’ve got to dance with us’
- Tuesday, 04 October 2016
- Articles

Any Financial Planning members of the CISI acting like “Mr Grumpy’ have been urged to give the organisation a chance, as a the first year anniversary of the merger with the IFP draws near.
Read more ...'We'll ditch pension contribution for LISA', say young
- Tuesday, 04 October 2016
- Articles

Young workers would ditch a pension contribution from their boss to save into a Lifetime ISA, a report suggests.
Read more ...Live: CISI Financial Planning conference 2016
- Tuesday, 04 October 2016
- Articles

Day 2 of the biggest Financial Planning event of the year is getting underway this morning and you can follow live coverage of the event right here.
Read more ...Make ethics 'part of the DNA', Financial Planners told
- Tuesday, 04 October 2016
- Articles

Firms need to introduce training and support to staff to ensure that their code of ethics is “part of the DNA”.
Read more ...Global Financial Planning chief aims for 250,000 CFP Professionals
- Tuesday, 04 October 2016
- Articles

Global Financial Planning Standards Board CEO Noel Maye has revealed the organisation is planning a global consumer campaign to promote the benefits of Financial Planning as a way to help spur ambitious plans to increase the number of CFP professionals worldwide from 161,000 now to 250,000 by 2025.
Read more ...FCA warns over unauthorised Canary Wharf asset manager
- Monday, 03 October 2016
- Articles

James Bond adviser on changing client views on risk
- Monday, 03 October 2016
- Articles

Financial Planners will get a unique perspective on how to change clients’ perception of risk this week from an ex-professional Poker star, who has rubbed shoulders with some of Hollywood’s top talent.
Read more ...Chartered Financial Planners secure IHT specialist buyout
- Monday, 03 October 2016
- Articles

Chartered Financial Planning group Fairstone has announced a takeover of an IHT planning specialist with 1,450 clients.
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