At its semiannual meeting in Tokyo in October, the Financial Planning Standards Board Ltd. (FPSB), the global body responsible for international Certified Financial Planner certification outside the US, named three individuals to serve four-year terms on its board of directors, starting on 1 April 2016.
Citizens Advice Bureau has appointed James Plunkett as its new director of policy and advocacy in a role that will give him responsibility for CAB policy on debt and Financial Planning and other key areas.
Membership packs welcoming IFP members to the CISI will be sent out next week.
A leading pensions expert believes fundamental reforms to the pensions taxation system are on the way after the Chancellor indicated he would continue to review it all the way through until the 2016 Budget.
The Government has failed to clearly inform people about state pension reforms and appears to have “moved the goalposts”, a scrutiny committee has suggested, as it launched a probe into the new system this morning.
The framework for standards and practice for Financial Planners set out by the global Financial Planning Standards Board has been revised.
The merger with the CISI is the IFP’s “one chance to get it right”, the body’s new president says.
The former chief executive of an investment firm has become the chairman of a new Financial Planning business and also launched a new company to support small adviser practices.
Advice firms have been accused of failing to be 'up-front' with potential customers over charges.
Business owners “crave stability” on tax and have urged the Government not to further tinker with pensions, a survey of more than 160 companies found.