The CISI has launched a new fast track course for people who want to become Certified Financial Planners.
Read more ...CISI unveils fast track Certified Financial Planner training
- Friday, 16 March 2018
- Articles

Failed adviser firms among 24 FSCS declares in default
- Thursday, 15 March 2018
- Articles

Two wealth and advice firms have been declared in default among 22 other firms of varying type across the financial services sector.
Read more ...Platforms: ‘Major disruption’ to 90% of assets
- Thursday, 15 March 2018
- Articles

Almost 90% of advised platform assets are subject to some major form of business disruption which may cause advisers to re-examine their choice of platforms, platform experts the Lang Cat have estimated.
Read more ...Sipp provider wins legal battle with HMRC
- Thursday, 15 March 2018
- Articles

A Sipp provider has won its legal battle with HMRC over in-specie contributions.
Read more ...Chartered planners fear pension savers walk out
- Thursday, 15 March 2018
- Articles

The MD of a Chartered Financial Planning firm fears changes to auto enrolment may see savers walking away from the scheme.
Read more ...Old Mutual nets £1.8 billion sales from DB transfers
- Thursday, 15 March 2018
- Articles

Old Mutual has reported £1.8 billion in gross sales through Defined Benefit transfers last year.
Read more ...Upbeat Curtis Banks sees profits jump by 31%
- Thursday, 15 March 2018
- Articles

Expanding SIPP provider Curtis Banks Group has reported operating revenue up 47% to £43.6m and pre-tax profits up 31% to £5.9m in the 12 months to December 2017.
Read more ...Leading MP wants answers from FOS after TV probe
- Wednesday, 14 March 2018
- Articles

Nicky Morgan MP, chair of the Treasury Committee, has written to the Financial Ombudsman Service about TV’s ‘Dispatches’ programme which this week exposed poorly trained FOS staff searching on Google to learn about what products they were reviewing.
Read more ...Prudential to split M&G and Pru into two businesses
- Wednesday, 14 March 2018
- Articles

Prudential today announced plans to demerge M&G from Prudential plc in a move that will result in two separately-listed FTSE 100 companies, each with a ‘distinct’ investment prospects.
Read more ...FOS past cases must be re-examined, adviser body says
- Wednesday, 14 March 2018
- Articles

An advice sector trade body wants an immediate independent review of past FOS cases, following allegations in a TV documentary.
Read more ...