Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles

Editor’s Comment: Time for a stiff Scotch
- Friday, 22 September 2023
- Articles

Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.
Read more ...Editor’s Comment: A new pot of honey for PPI firms?
- Friday, 22 September 2023
- Articles

The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Read more ...Editor’s Comment: The rising price of regulation
- Friday, 22 September 2023
- Articles

Regulation is expensive and getting more expensive, as most of you can attest.
Read more ...Editor’s Comment: A triumph over adversity
- Friday, 22 September 2023
- Articles

This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
Read more ...Editor’s Comment: Fee, fi, fo, fum...
- Friday, 22 September 2023
- Articles

The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles

There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Read more ...Financial Planning Week pushed back to January
- Friday, 22 September 2023
- Articles

Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign, has been pushed back from October to mid-January.
Read more ...Lords approval moves Online Safety Bill a step closer
- Friday, 22 September 2023
- Articles

CII awards prizes for exam performance
- Friday, 22 September 2023
- Articles

The Chartered Insurance Institute, parent organisation of The Personal Finance Society, has awarded 33 prizes for performance in its exams during 2022.
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