The chairman of the new IFP Professional Forum committee has called for members’ help with developing the Level 4 Financial Planning exam in 2016.
Read more ...Financial Planners asked to help develop level 4 exam
- Thursday, 24 December 2015
- Articles

New Financial Planning book examines clients and trust
- Wednesday, 23 December 2015
- Articles

Financial Planners’ challenge to develop deep trust within their clients and to engage them in the right way is the subject of a new book.
Read more ...Paraplanner standard: Getting firms' support 'may be an issue'
- Wednesday, 23 December 2015
- Articles

A Paraplanner believes that employers might be reluctant to give their backing or the necessary time for Paraplanners to develop their own professional standards.
Read more ...James Hay boosts sales team with new appointments
- Tuesday, 22 December 2015
- Articles

James Hay Partnership has boosted its sales department with the addition of new platform consultants as well as appointments to its strategic account manager and business development manager teams.
Read more ...'Stop making larger firms pay unfair amount of absurd fees'
- Tuesday, 22 December 2015
- Articles

Small firms must not escape the burden of regulation while heavy costs are ‘heaped’ on big businesses, the managing partner of a financial services group says.
Read more ...'We need to merge MAS, TPAS, Pension Wise into just 1 body'
- Tuesday, 22 December 2015
- Articles

A body representing financial advisers has called for Pension Wise, the Money Advice Service and The Pension Advisory Service to be merged into one body.
Read more ...Pensions firm Broadstone set to be acquired
- Monday, 21 December 2015
- Articles

Livingbridge has agreed terms and exchanged contracts to acquire Broadstone Corporate Benefits Ltd and Broadstone Risk & Healthcare Ltd from Oakley Capital, the company reported this morning.
Read more ...Create a smartphone app to help solve advice gap, regulators told
- Monday, 21 December 2015
- Articles

An international pensions provider has called for the UK to create an industry-standard smartphone app to help people select what form of advice they require.
Read more ...'We'll give free robo-advice for the most vulnerable'
- Monday, 21 December 2015
- Articles

A pensions firm is offering free robo-advice on retirement for the most vulnerable people in society.
Read more ...'Mercedes the Movie' tax fraud advisers get 14 years in jail
- Friday, 18 December 2015
- Articles

Two advisers involved in a £2.2million tax fraud linked to 'Mercedes the Movie' have been sent to prison for a total of 14 years combined.
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