The Personal Finance Society has issued an updated good practice guide covering transfers from defined benefit to defined contribution pension schemes as it warned against bad practice harming the profession.

Financial Planning Today website and magazine is offering you the chance to win one of five £50 M&S gift vouchers by taking part in our 2018 reader survey on the State of the Financial Planning Profession. 

Paraplanners heard detailed technical advice on dealing with pensions in divorce cases at the CISI Paraplanner Conference in Hinckley this afternoon.

New research suggests that client referrals are the top way to find new HNW clients with 35.7% sourced through this channel globally.

The CISI’s annual Paraplanner Conference heard this morning how Paraplanning can change lives.

 The Chartered Institute for Securities & Investment has appointed leading Financial Planner Keith Churchouse CFP Chartered FCSI as President of the CISI’s Southern branch.

Wealth manager Charles Stanley is set to expand its growing Financial Planning division despite the operation racking up losses of £2.7m in the past year.

The main Consumer Prices Index stayed unchanged in May at 2.4% but CPIH (CPI including owner occupiers’ housing costs) rose from 2.2% in April to 2.3%.

The CISI’s annual Paraplanner Conference is under way and has attracted more than 120 attendees.

The CISI’s annual Paraplanner Conference is under way and has attracted 100 attendees.