The 40,000-member Personal Finance Society is to throw its weight behind rival CISI’s Financial Planning Week campaign for the first time.

The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.

Sheffield-based Belmayne Chartered Financial Planners is to launch virtual ‘consultations’ for consumers to raise awareness of Financial Planning Week which takes place from 5-11 October.

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.