Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.
Read more ...CFP pioneer Jervis is new East Midlands CISI President
- Monday, 27 January 2020
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PFS reveals number of Chartered Planners close to 7,000
- Monday, 27 January 2020
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Nearly 7,000 UK financial advisers have reached Chartered Financial Planner status 15 years after the designation was launched, according to the latest figures from the PFS.
Read more ...Charles Derby is latest to rebrand under Quilter
- Monday, 27 January 2020
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Financial Planner Charles Derby Group has been rebranded as Quilter Financial Advisers in the latest move to create a national financial brand for Quilter.
Read more ...FCA apologises after being hit with TPR fine
- Monday, 27 January 2020
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The Financial Conduct Authority’s pension scheme has apologised after being hit with a £2,000 fine from The Pensions Regulator over governance shortcomings.
Read more ...LV= revamps critical illness cover after adviser feedback
- Friday, 24 January 2020
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LV= has made significant changes to its Life and Critical Illness insurance following feedback and suggestions from financial advisers.
Read more ...LEBC recruiting after axing 50 jobs in 2019
- Friday, 24 January 2020
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LEBC, the employee benefits and pension adviser, is recruiting for advisers and Paraplanners following a round of redundancies last year which saw 50 roles axed.
Read more ...Treasury appoints Woolard as interim FCA chief executive
- Friday, 24 January 2020
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The Treasury has appointed experienced FCA hand Christopher Woolard as its interim chief executive, replacing Andrew Bailey who is leaving in March to be Bank of England Governor.
Read more ...Only 8% of middle aged savers see an IFA regularly
- Friday, 24 January 2020
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A survey of 2,000 ‘Generation X’ individuals - those aged 39-54 - has revealed that 84% make key financial decisions alone or with their partner.
Read more ...FCA and Bank of England set up new AI forum
- Friday, 24 January 2020
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The FCA and Bank of England have set up a new industry forum to explore the benefits and risks of using artificial intelligence (AI) and machine learning (ML) in financial services.
Read more ...34% of Pension Wise users see a financial adviser
- Friday, 24 January 2020
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The government-backed pension advisory Pension Wise says its users are more likely to use a financial adviser after taking guidance from the service.
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