The CISI, the professional body for Certified Financial Planners, has revealed the shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.
Almost half (44%) of amber pension scam warning flag guidance sessions are being conducted without knowledge of why the flag was raised, according to the Money and Pensions Service (MAPS).
Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.
Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.
Fraudster Timothy Schools, 61, who was behind a collapsed £100m investment scheme used to fund his luxury lifestyle and network of 'no fee, no win' law firms, has been sentenced to 14 years in prison at Southwark Crown Court today.