Financial Planner passes 19 exams to reach Fellowship status

Kelvin Riches, a Chartered Financial Planner at Sussex-based MHA Carpenter Box Wealth Management (CBWM), has reached PFS Fellowship status by passing 19 exams.

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CII acts to improve female financial futures

Insurers, professional bodies, guidance services and financial advisers revealed what they will do to support Insuring Women’s Futures, a CII-led initiative. 

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PFS urges FCA action over 500% rise in PI costs

The Personal Finance Society has warned regulators and government that advisers are ditching pension transfer advice due to soaring professional indemnity premiums.

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Editor’s Comment: Lessons from the sorry saga of Woodford

The woes of Woodford Investment Management have been well chronicled by Financial Planning Today and others. I will not repeat them hear suffice to say that the curtain is coming down on a painful episode in fund management, as Mr Woodford described it himself.

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