The Personal Finance Society today reported that more than 1,100 advisers have signed up to the Pension Transfer Gold Standard in its first six months since launch.
Read more ...More than 1,100 advisers back Pension Transfer Standard
- Monday, 30 September 2019
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CISI 2019: How to fight back against consolidators
- Monday, 30 September 2019
- Articles

Leading Financial Planning firm owner Sandy Robertson told planners at the CISI Financial Planning Conference that they could fight back against the consolidators who are acquiring large numbers of Financial Planning firms.
Read more ...Acquisitive AFH to shift focus back to organic growth
- Monday, 30 September 2019
- Articles

AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.
Read more ...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
Read more ...New rules on illiquid assets held by funds
- Monday, 30 September 2019
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The FCA has published new rules to tighten up the use of illiquid funds in some open-ended funds.
Read more ...FCA fines Pru £23.9m for annuity sales failures
- Monday, 30 September 2019
- Articles

The Financial Conduct Authority has today fined The Prudential Assurance Company Limited £23.875m for failures related to non-advised sales of annuities.
Read more ...CISI 2019: Financial Planning Conference opens
- Monday, 30 September 2019
- Articles

The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more ...CISI 2019: Financial Planners have "extraordinary" gift
- Monday, 30 September 2019
- Articles

Professor Deen Sanders, one of Australia's leading financial services experts, told this year CISI's Financial Planning Conference that planners had an "extraordinary" relationship with clients which often beat that of lawyers.
Read more ...Tilney partners with Royal College on NHS pensions advice
- Monday, 30 September 2019
- Articles

The Royal College of Physicians and Surgeons of Glasgow is to work with Financial Planning and investment advice firm Tilney on delivering advice on pensions to its UK membership.
Read more ...Clifton Asset Management to acquire firm
- Monday, 30 September 2019
- Articles

Financial Planning firm Clifton Asset Management has revealed the latest firm it intends to acquire via a 'downstream' purchase.
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