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  • Quilter says FCA Adviser Survey shows ‘renewal’

    Wealth manager and platform provider Quilter says that the FCA’s Adviser Survey, released yesterday, shows signs that the advice profession is “starting to renew itself.”

  • 15% fall in adviser firm numbers in 5 years - FCA

    The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.

  • FCA and PRA confirm cuts to senior manager red tape

    The FCA and PRA have confirmed changes to the Senior Manager Certification Regime (SMCR), streamlining rules ahead of plans for wider changes which they claim will halve the SMCR’s regulatory burden on firms.

  • FCA calls for stronger oversight of inactive appointed reps

    The FCA has urged principal firms to strengthen their oversight of inactive appointed representatives (ARs) following a supervisory review which found gaps in governance, reporting and consumer protection.

  • PFS members invited to use new lounge in London

    Members of the Personal Finance Society (PFS) have been offered the use of a new lounge in the offices of parent body the Chartered Insurance Institute (CII) on Old Broad Street in the City of London.

  • Women earn £30k less in UK financial services

    Women working in UK financial services are earning nearly £30,000 less than men, with the hourly gender pay gap widening to 25%.

  • FP Today Magazine investigates a hidden enemy

    The latest issue of Financial Planning Today Magazine investigates the hidden enemy undermining trust in the financial services sector and Financial Planning on a daily basis.

  • From apprentice to board director at his Financial Planning firm

    A former apprentice is one of two new directors at Acumen Financial Planning in West Lancashire.

  • CII sees continued rise in qualification numbers

    The CII said that the 55,000 exam sittings reached a decade-long peak.

    The Chartered Insurance Institute (CII), professional body and parent of the Professional Finance Society, has seen a continued increase in the total number of qualifications completed in 2025.

  • Outsourcing firm Eparaplan rebrands as Yoke Global

    Operations outsourcing firm eparaplan has rebranded to Yoke Global Limited to better reflect the services it offers financial advisers.

  • Aberdeen Financial Planner quits to become a chilli farmer

    A Chartered Financial Planner has swapped careers - moving from Scotland to Devon to become a full-time chilli farmer.

  • PFS reveals Purely Paraplanning 2025 event details

    The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.

  • Hull Planner wins SJP Chartered Planner of the Year

    Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.

  • Entries open for PFS / CII Apprenticeship Awards 2025

    Entries are open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprentices across insurance and financial services.

  • Paraplanning's ‘Big Day Out’ on the way

    The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.

  • IFP works with Calibrand on new Certificate in Paraplanning

  • Paraplanner survey results published by IFP

    The wages of a Paraplanner. Source: IFP
  • IFP Certificate in Paraplanning provides credits into CII framework

    Lucy Courtenay of the IFP
  • Paraplanner options boosted at IFP 2011 Annual Conference

  • Taylor Oliver explains the benefit of in-house Paraplanners

    The Taylor Oliver team
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