The CISI has struck two major deals on overseas qualifications to spread recognition of UK designations.
Read more ...Bank of England: We're keeping base rate on hold again
- Thursday, 03 November 2016
- Articles

The Bank of England has held its base rate at 0.25%, it announced at midday.
Read more ...Advisers and DFMs get 'portfolio cloning tool'
- Thursday, 03 November 2016
- Articles

A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.
Read more ...Revealed: Regulation costs small adviser firms £32k a year
- Thursday, 03 November 2016
- Articles

The cost of regulation for smaller adviser firms is £32,000 a year, with each client paying £160 on average, research has suggested.
Read more ...Mortgage rules could be used for pensions cold calls ban
- Thursday, 03 November 2016
- Articles

Mortgage market rules should be used as a blueprint for banning pensions cold-calling, a pensions firm has proposed.
Read more ...New exam enables planners to be qualified pension transfer specialists
- Thursday, 03 November 2016
- Articles

Financial Planning CII Diploma holders will be able to become qualified pension transfer specialists through a new pension transfers qualification.
Read more ...'Replace unfit state pension with Workplace ISA'
- Thursday, 03 November 2016
- Articles

The State Pension is not fit for purpose and should be replaced with a Workplace ISA and a new residency-based Senior Citizens’ Pension, a think tank says.
Read more ...Ex-branch chair critical of IFP-CISI merger one year on
- Wednesday, 02 November 2016
- Articles

A year on from the IFP-CISI merger, a former IFP branch chairman has voiced his disappointment with the progress of the merged body and says the leading professional bodies are failing to advance Financial Planning.
Read more ...Ex-BlackRock portfolio manager pleads guilty to insider dealing
- Wednesday, 02 November 2016
- Articles

An ex-BlackRock equity portfolio manager has today pleaded guilty to two counts of insider dealing.
Read more ...Compliance chief blasts ‘disgrace’ of unregulated investments
- Wednesday, 02 November 2016
- Articles

The way unregulated investments are presented to consumers is a ‘disgrace’, the chairman of a compliance firm says.
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