Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.

Utmost Wealth Solutions’ parent LCCG - Life Company Consolidation Group - has completed the acquisition of Generali PanEurope to create a global specialist manager looking after £21bn in assets.

The CISI has appointed a qualified civil engineer its new global director of learning.
 
Prior to joining the CISI Susan Clements was head of qualifications at the Institution of Civil Engineers, having previously been membership development officer.
 
After graduating, from Oxford University, she qualified as a Chartered Civil Engineer with WS Atkins before moving into consulting with PwC.

Mid-way through her career she took time out to bring up her family, during which she did voluntary work in the education sector.

Ms Clements was chair of governors for a number of schools and sat on Buckinghamshire County Council’s overview and scrutiny committee for children’s services.
 
He is a Fellow of the Institution of Civil Engineers.
 
Simon Culhane, Chartered FCSI, CISI chief executive, said: “We are delighted to have attracted someone of Susan’s stature and experience to join us in this important and strategic role.

“Susan’s experience across the portfolios of learning, qualifications, IT, membership and career development will be invaluable as we respond to the growing global appetite for our professionalism programme.”
 
Ms Clements said: “I am excited to be joining CISI.

“I am very much looking forward to working with its members and with my new colleagues to promote the highest standards of ethics and competence within the profession.”

Succession Group, the acquisitive Financial Planning and wealth management business, is launching a charity-focused Founders’ Day this week in memory of industry entrpreneur Simon Chamberlain, who set up the business and died suddenly at age 51 last year.

New research has revealed that nine out of ten workers are “financially sleepwalking” into retirement.

For the first time pension scheme members will be given powers to hold their pension schemes to account over how social and environmental factors impact their investments.

7IM boosted profits and assets for the year ending 31 December 2017, according to its latest annual results.

AXA IM has revealed that 210 jobs could go as the firm adopts a new operating model.

There are just 48 hours left to take part in our annual survey on the State of the Financial Planning Profession - and potentially win one of five £50 M&S gift vouchers. 

New research has shown that robo-advisers suffer a lack of trust when compared to their human counterparts with 89% of investors saying they would avoid them.