Call for Financial Planning bodies to work together

The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.

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Editor’s Column: Financial Planning Week deserves more support

 

Well done to all the Financial Planning firms who have been taking part in the CISI’s Financial Planning Week this week. I applaud your efforts. I just wish there were more of you.

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1 in 4 clients have cut back on saving plans - PFS

More than 1 in 4 financial advisers (27%) taking part in a PFS straw poll said clients had reduced the amount they were saving and spending due to concerns about the impact of the Coronavirus pandemic.

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Editor’s Column: Financial Planning Week has a new ally

In a sea of bad news there was a small island of cheerfulness this week, at least for the Financial Planning profession.

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