Articles

Tuesday, 26 September 2023 11:19

Advisers fear pension death tax changes

Only one in 10 financial advisers support the government’s proposed changes to the tax rules on pension death benefits.

Former Cardiff financial adviser firm David Craig (FRN 503340) has been declared as failed by the Financial Services Compensation Scheme.

Tuesday, 26 September 2023 09:39

CISI appoints new director of learning

The Chartered Institute for Securities & Investment has recruited Mandy Gill from the Gambling Commission to be its new executive director of global learning.

Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.

Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.