The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October.
Read more ...Financial Planning Week 2021 gets under way
- Monday, 27 September 2021
- Articles

Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today.
Read more ...Watchdog restricts authorised firm and issues warning
- Monday, 27 September 2021
- Articles

The FCA has restricted an authorised firm, Sentor Solutions Commercial Ltd, to prevent it carrying out regulated activities without prior written consent from the regulator.
Read more ...Pension transfer values hit new record
- Monday, 27 September 2021
- Articles

Pension transfer values briefly hit a new high in August as the FCA reviews potential redress for unsuitable transfer advice.
Read more ...FCA bans IFA for tax return failings
- Monday, 27 September 2021
- Articles

The FCA has banned London IFA and mortgage adviser Anthony George from performing any regulated activity after he deliberately submitted false information about his income on his tax returns to HMRC.
Read more ...Well done to our Prize Draw winners
- Friday, 24 September 2021
- Articles

Many congratulations to the readers who took part in our Financial Planning Today Reader Survey and entered the prize draw to win one of 10 £25 Amazon vouchers.
Read more ...FOS warns of ‘dramatic’ rise in scam complaints
- Friday, 24 September 2021
- Articles

The Financial Ombudsman Service has reported a “dramatic” 66% rise in fraud and scam complaints in the first quarter of its 2021/22 year.
Read more ...Businesses get more time for HMRC tax changes
- Friday, 24 September 2021
- Articles

Businesses are to get an extra year to prepare for the digitalisation of income tax, HM Revenue and Customs has said.
Read more ...Kingswood lines up 12 takeovers despite losses
- Friday, 24 September 2021
- Articles

Wealth manager and Financial Planner Kingswood made a pre-tax loss of £3.7m in the first half of the year due mainly to the £4.1m cost of acquisitions in the period, the firm reported today.
Read more ...Former CISI Planning head launches 2 CFP prep courses
- Friday, 24 September 2021
- Articles

Two new courses have been launched to support Financial Planners through their CISI level 7 qualification to gain their Certified Financial Planner certification.
Read more ...