The founder of Acumen Financial Planning has described the “huge honour” of being named Accredited Financial Planning Firm of the Year.
Read more ...Financial Planning firm founder: This is a huge honour
- Friday, 07 October 2016
- Articles

222 Chartered Financial Planners join PFS ranks
- Friday, 07 October 2016
- Articles

The Personal Finance Society has welcomed more than 400 new Chartered, Associate and Fellow members to its ranks.
Read more ...CISI wants 'level playing field' with PFS Chartered designation
- Friday, 07 October 2016
- Articles

The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.
Read more ...Financial Planning award axed as entries 'weren't that good'
- Friday, 07 October 2016
- Articles

Two Financial Planning awards were axed because entries “weren’t that good” in one category, while the other lacked a single candidate.
Read more ...Advisers tell FCA: 'Huge' fees no longer acceptable
- Friday, 07 October 2016
- Articles

Advisers are demanding an end to the current system of paying for the FSCS and being saddled with “disproportionately huge” fees when they have a clean record on complaints.
Read more ...Theresa May: Advisers helping dodge tax, we're after you
- Friday, 07 October 2016
- Articles

Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.
Read more ...People with assets worth over £1m more than doubles
- Thursday, 06 October 2016
- Articles

The number of individuals in the UK with assets worth over £1m has more than doubled since 2001, according to new analysis.
Read more ...Financial Planning conference 'went better than expected'
- Thursday, 06 October 2016
- Articles

The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.
Read more ...Revealed: Which firms top the FCA complaints tables
- Thursday, 06 October 2016
- Articles

The FCA league tables for most complained about firms in the investments and pensions sectors have been unveiled this morning.
Read more ...Platforms report warns of tougher times to come
- Thursday, 06 October 2016
- Articles

About £207bn of assets are in flight due to re-platforming, a new report has shown, with the UK platform market in “a state of flux” as much of the industry focuses on tech improvements or acquisitions.
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