Research by a financial provider has found that 4.8m people who could ‘comfortably’ pay for financial advice reject seeing an adviser even though it could be of financial benefit to them.

Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.

The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.

At its annual meeting in Zurich, Switzerland, last week, the Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner designation, selected Paul Grimes CFP to serve as the next FPSB Council chair.