Fifteen IFP and CISI branches are set to merge next year as the transition takes place over the course of 2016.
Read more ...'Advisers must cater for HNW clients with mobile access'
- Thursday, 03 December 2015
- Articles

Advisers need to quickly embrace mobile technology or face falling behind the competition as technology moves on at a rapid pace.
Read more ...Ex-Henderson and L&G bosses move to Defaqto
- Thursday, 03 December 2015
- Articles

Defaqto has appointed a new head of insight and a new senior vice president who have held senior roles at Henderson and Legal & General.
Read more ...2 in 3 workers to stay in a job after 65
- Wednesday, 02 December 2015
- Articles

Nearly two out of three people currently employed expect to have to work beyond 65 and 11% are anticipating they will be working beyond 76 or will never retire.
Read more ...Ex-IFP director lands new role with Beaufort
- Wednesday, 02 December 2015
- Articles

A former IFP director says he has big shoes to fill after taking up a new role with Financial Planning business the Beaufort Group.
Read more ...Football style Premier League of pensions coming
- Wednesday, 02 December 2015
- Articles

A premier league of five to seven major providers will own about 90% of DC workplace pension scheme assets by 2020, industry experts have forecast.
Read more ...Paraplanners to create new professional standard
- Tuesday, 01 December 2015
- Articles

Paraplanners who are fed up with anyone being able to call themselves a Paraplanner are taking matters into their hands to come up with a new professional standard.
Read more ...Financial Planning firm apprentice beats cancer
- Tuesday, 01 December 2015
- Articles

A Financial Planning firm’s first ever apprentice has achieved a promotion only a couple of years after having to battle back to overcome cancer aged just 22.
Read more ...Financial Planners alerted to Scottish tax changes
- Tuesday, 01 December 2015
- Articles

Financial Planners are being alerted to preparations for the introduction of the Scottish Rate of Income Tax, which is set to affect nearly 3 million people.
Read more ...Adviser firms face FCA action over 'improper' outsourcing
- Monday, 30 November 2015
- Articles

The FCA has revealed this morning that its Enforcement Division is investigating a number of adviser firms over ‘improper delegation’ of authorised activities including providing pension switching advice.
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