Nearly 1,500 Financial Planners, Paraplanners and advisers have attended the two PFS ‘Forces’ Financial Planning Symposiums which end in London today.
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Nearly 1,500 Financial Planners, Paraplanners and advisers have attended the two PFS ‘Forces’ Financial Planning Symposiums which end in London today.
Read more ...The FCA has today published new proposals on how it will prepare for the possibility that the UK will leave the European Union on 29 March without “an implementation period.”
Read more ...The Office of Tax Simplification has criticised the number of forms required to deal with Inheritance Tax, calling the process “complex and old fashioned.”
Read more ...PFS membership has defied predictions and soared since the Retail Distribution Review to rise by 15,000 to nearly 40,000 - a record total, PFS chief executive Keith Richards has revealed in an exclusive interview with Financial Planning Today.
Read more ...Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”
Read more ...PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.
Read more ...The SIPP sector is facing up to a growing threat from ‘ambulance chasers’ – litigation claims firms trying to encourage clients to make complaints.
Read more ...University of Derby and the CISI, the CFP-awarding professional body, have joined forces to offer students a new online finance course which could pave the way for them to join the financial services professions.
Read more ...Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.
Read more ...Star Wars themes meet Financial Planning again today as the PFS Forces conference will awaken at London’s O2 after reaching the north last week.
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