The ACI - The Financial Markets Association (ACIFMA), a global finance trade association with 8,000 members, has signed an education co-operation agreement with the Chartered Institute for Securities & Investment (CISI).
Read more ...Surrey Chartered Planner firm promotes staffer to director
- Thursday, 25 April 2019
- Articles

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.
Read more ...IFA warns 350,000 expats over pensions tax breaches
- Thursday, 25 April 2019
- Articles

Around 350,000 UK expats living in the Gulf have been warned they could be breaking the Lifetime Allowance (LTA) limit for pensions tax relief.
Read more ...McEwan to stand down as RBS chief executive
- Thursday, 25 April 2019
- Articles

Ross McEwan, 61, is to stand down as chief executive and executive director of Royal Bank of Scotland group after more than five years in the role.
Read more ...IHT grab jumps £164m in one year to £5.4bn
- Thursday, 25 April 2019
- Articles

Families have been hit with a record £5.4bn in Inheritance Tax (IHT) bills in the past year, according to new analysis.
Read more ...Protection claim payouts soar to £98m at LV=
- Thursday, 25 April 2019
- Articles

New figures have revealed that protection specialist LV= paid record individual protection claims totalling £97.9m during 2018 – up £10m up from 2017.
Read more ...BBC maths guru to speak at CISI Paraplanner Conference
- Wednesday, 24 April 2019
- Articles

Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.
Read more ...Failed £236m mini-bond funds £85k Tory MP's private salary
- Wednesday, 24 April 2019
- Articles

A firm that marketed a failed bond scheme that lost 14,000 bondholders a combined £236m has been funding the private salary of Tory MP Johnny Mercer.
Read more ...Transact boosts funds despite ‘background noise’
- Wednesday, 24 April 2019
- Articles

IntegraFin Holdings, the holding company of platform provider Transact, has revealed a boost in funds under management in its latest figures.
Read more ...Briggs to quit as Aviva UK Insurance CEO as new boss arrives
- Wednesday, 24 April 2019
- Articles

Andy Briggs, Aviva’s UK Insurance CEO, is to step down following the recent appointment of Maurice Tulloch as Aviva’s CEO.
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