Articles
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.
Half of pension transfer scam warning flags for ‘unknown’ reason
Written by Kat MitchellAlmost 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).
Investment manager and adviser support services provider Tatton Asset Management has completed its £7m acquisition of 50% of DFM 8am Global.
Nearly 62,000 trusts (61,692) have been registered with HMRC in the first six months of 2022 as the deadline to register a trust approaches.
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.
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Free Prize Draw with our Annual Financial Planning Survey
Written by KevinOur 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.
A new consumer finance survey carried out this month suggests that 32% of people have cut back on saving due to the cost of living crisis.
Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.
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.