- Friday, 12 October 2018
- Comment and Blogs
Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.Read more...
- Monday, 01 October 2018
CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.Read more...
- Friday, 14 September 2018
The FCA’s Chris Hewitt went into detail about new rules governing DB transfers at yesterday’s Paraplanners Powwow.Read more...