Thousands set to attend annual planner conferences

Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.

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CISI warns FCA over impact of FOS compensation increase

The Chartered Institute for Securities & Investment (CISI) has raised concerns with the FCA at the decision to increase the Financial Ombudsman Service’s (FOS) compensation limit from £150,000 to £350,000, as it may have “serious unintended consequences for its member SMEs”.

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New CISI president to ‘extend voice of Financial Planners’

The Chartered Institute for Securities & Investment (CISI) has appointed of a new president for its Birmingham committee, who hopes to give Financial Planners a stronger voice.

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CISI appoints new regional president

The Chartered Institute for Securities & Investment (CISI) has appointed a new president for its East Anglia Committee. 

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