Articles

Our 2024 Financial Planning Today Reader Survey will close on Friday but you can take part now to share your views and potentially win a £50 M&S Gift Voucher. 

 

The Personal Finance Society and parent body, the Chartered Insurance Institute, have warned that they will take action if necessary after a number of "upsetting" incidents of online harassment.

Wednesday, 14 August 2024 11:59

Standard Life adds annuity transfer tracker

Written by

Standard Life has added Origo’s annuity transfer tracker to enable advisers to see the status of pension to annuity transfers.

Wednesday, 14 August 2024 10:41

CISI adds new Guernsey branch President

Written by

The Chartered Institute for Securities & Investments (CISI) professional body, which awards the Certified Financial Planner designation in the UK, has appointed Daniel Ogier-Keltie as Guernsey branch committee President.

The FCA has fined Cypriot contract for differences (CFD) firm Forex TB Limited (FXTB) £276,100 for not treating customers fairly and providing investment advice without authorisation.

Page 2 of 1845