In this guest column, Amyr Rocha Lima, chair of the CISI’s Financial Planning forum, looks at a different approach to flexible retirement income. This column first appeared in the July-August issue of Financial Planning Today magazine.
The latest direct platform data shows that the investment platform market is ripe for consolidation, according to Fundscape.
The FSCS has declared Hastings & Rother Credit Union Limited (trading as 1066 Community Bank) in default.
Government-backed NS&I has raised its Premium Bond interest rates to 4.65%, from 4%), the highest level since 1999.
Seven financial adviser and Financial Planning firms entered default in June and July.
Abrdn’s financial advice business reported net outflows of £0.6bn for the first half of 2023.
Anthony Hoskisson, managing director of Financial Planning firm Questa, is undertaking a cycling challenge for charity.
Financial Planner and wealth manager Quilter is to launch a franchise-style model for financial advisers.
In this exclusive column, Matthew Connell, director of policy and public affairs for the Personal Finance Society, looks at why the Consumer Duty is not the 'be-all and end-all' for Financial Planners this year. This edited article first appeared in Financial Planning Today magazine (July-Aug issue).
The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.