Nicola Watts: Financial Planning is a sharing community
- Friday, 12 October 2018
- Comment
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...New look CFP and other changes coming from CISI
- Monday, 01 October 2018
- Articles
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...FCA’s Hewitt explains regulatory changes to DB transfer rules
- Friday, 14 September 2018
- Articles
The FCA’s Chris Hewitt went into detail about new rules governing DB transfers at yesterday’s Paraplanners Powwow.
Read more...Paraplanners Powwow hailed as ‘a force of nature’
- Thursday, 13 September 2018
- Articles
Paraplanners Powwow has been hailed as a unique “force of nature” as the event began this morning.
Read more...