Articles
The Pensions Regulator (TPR) has recruited experienced regulator Nausicaa Delfas to be its new chief executive.
Two Past Presidents of the Personal Finance Society (PFS) have attacked the PFS parent body, the Chartered Insurance Institute, after it decided to step in today to take control of the PFS board.
The Chartered Insurance Institute says it stepped in at its Personal Financial Society arm today after significant governance issues became apparent.
The Chartered Insurance Institute (CII) has moved to take control of the board of its Financial Planning arm, the Personal Finance Society (PFS), following the failure of mediation attempts.
Advised clients using equity release to pass on wealth
Written by Kat MitchellHalf (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.
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Amyr Rocha Lima: Why history makes us better investors
Written by Kat MitchellIn this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.
Pension transfer activity hits two year high
Written by Kat MitchellPension transfer activity in November was the highest since July 2020 as more pension members transferred between providers.
Adviser back regional equity funds in 2022
Written by Kat MitchellRegional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.
Inheritance tax receipts have continued to soar for the government, with an expectation of further rises due to thresholds being frozen until 2028.