Tagged under
Skandia head of investment marketing appointed
- Tuesday, 13 August 2013
- Articles
Skandia has appointed Alistair Campbell as head of investment marketing.
Read more ...
Defaqto launches Service Rating for platform providers
- Monday, 12 August 2013
- Articles
Defaqto has found the number of advisers switching platforms has increased from 21 per cent to 29 per cent in the past year.
Read more ...
Tagged under
TISA supports transfer of CTFs into Junior Isas
- Monday, 12 August 2013
- Articles
The Tax-Incentivised Savings Association is backing the Government's proposals to allow Child Trust Funds to transfer to Junior Isas.
Read more ...
Tagged under
Sanlam Private Wealth acquires two Financial Planning firms
- Monday, 12 August 2013
- Articles
Sanlam Private Wealth has acquired the client bank of two Financial Planning businesses.
Read more ...
Tagged under
IFP sees profits increase to £61,000 in 2012
- Friday, 09 August 2013
- Articles
The Institute of Financial Planning saw net profit increase from £56,000 in 2011 to £61,000 in 2012.
Read more ...
Tagged under
Financial Planner seeks responses for dissertation survey
- Friday, 09 August 2013
- Articles
Institute of Financial Planning member David Ferry CFPCM is inviting Financial Planners and clients to help with research for his Masters dissertation.
Read more ...
Tagged under
FPSB UK develops course to help IFP members with ethics CPD
- Friday, 09 August 2013
- Articles
The Financial Planning Standards Board UK has developed a new distance-learning course on ethics to help with CPD requirements.
Read more ...
Tagged under
Six weeks until Richard Allum's first Paraplanner Powwow
- Thursday, 08 August 2013
- Articles
There are six weeks until the Paraplanner Powwow and tickets are selling fast.
Read more ...
Tagged under
Mark Polson publishes platform pricing guide for advisers
- Thursday, 08 August 2013
- Articles
Mark Polson from the lang cat has launched his second guide to platform pricing.
Read more ...
Tagged under
Smooth RDR transition boosts profit of Standard Life
- Thursday, 08 August 2013
- Articles
Standard Life has seen operating profit increase by 28 per cent to £161m thanks to a smooth RDR transition.
Read more ...
Tagged under