Dan Atkinson: So what does the CISI do for Paraplanners?

For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. The are far from just being certificate generating exam providing organisations.

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Nicola Watts: FCA register changes are a gift to scammers

 

It won’t have escaped the attention of those of us working in the profession that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).   

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Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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Julie Lord: We planners forget how fortunate we are

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.

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