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Allum hails "passionate" people at first Paraplanner Powwow
- Friday, 20 September 2013
- Articles
Richard Allum, organiser of the first ever Paraplanner Powwow, says the event yesterday was successful because of the "talented and passionate" people who took part.
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STEP Private Client Awards hosted by Clare Balding
- Friday, 20 September 2013
- Articles
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced this week at an awards ceremony at the London Hilton on Park Lane.
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David Ingram appointed PFS president for 2013/14
- Friday, 20 September 2013
- Articles
David Ingram ACII, CertPFS, a chartered insurance practitioner, was appointed President of the Personal Finance Society for 2013/14 at the AGM in London this week.
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FCA fines JPMorgan Chase Bank £137m for "London Whale" failings
- Thursday, 19 September 2013
- Articles
The Financial Conduct Authority has fined JPMorgan Chase Bank £137m for serious failings related to its Chief Investment Office (CIO). Without a discount for early settlement the fine would have been £196m.
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OFT agrees reforms to £275bn UK DC pensions sector
- Thursday, 19 September 2013
- Articles
The OFT has agreed with business and The Pensions Regulator (TPR) on reforms to the £275bn defined contribution (DC) workplace pension market after it found some savers fail to receive "value for money."
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First Paraplanner Powwow gets under way in giant teepees
- Thursday, 19 September 2013
- Articles
The first ever Paraplanner Powwow – billed as an 'unconference' for Paraplanners – has got under way today (19 Sept) in Northamptonshire under giant teepees.
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1 in 5 Britons says they will never be able to retire
- Wednesday, 18 September 2013
- Articles
One in five workers (19 per cent) in the UK expect that they will never be able to afford to retire fully, according to HSBC's The Future of Retirement report.
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Trustworthiness is top priority when looking for a financial adviser
- Wednesday, 18 September 2013
- Articles
Trustworthiness is the number one consideration when choosing a financial adviser, according to a survey carried out by a global independent financial advisory group.
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IFP member Pete Matthew talks about aims for new Advisertech site
- Wednesday, 18 September 2013
- Articles
Pete Matthew CFPCM, Financial Planner at Jacksons Wealth Management in Penzance, has talked to Financial Planner Online about his new Advisertech website which will help advisers make the most of the Internet.
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FCA says evidence of life insurers and advisers 'undermining' RDR
- Wednesday, 18 September 2013
- Articles
The Financial Conduct Authority says some life insurance firms have 'arrangements' in place which could influence advisers in contravention of the principles of the RDR and it has referred two firms for enforcement.
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