Leading Financial Planner Martin Bamford has announced that he will give up his membership of the CISI as he is “just not getting any value anymore,” he announced on Twitter.
Read more ...Field brands FCA’s BSPS response ‘grossly inadequate’
- Monday, 18 December 2017
- Articles

Frank Field MP, chair of the Commons Work and Pensions Committee, has written to the FCA over concerns that its response to the British Steel pensions controversy has been “grossly inadequate.|
Read more ...AJ Bell profits up 29% as growth continues
- Friday, 15 December 2017
- Articles

Platform and SIPP provider AJ Bell saw pre-tax profit tax increase by 29% to £21.7 million for 2017 as the company’s growth strategy in recent years paid dividends.
Read more ...ISA to fund film and entertainment ventures
- Friday, 15 December 2017
- Articles

Savers can now fund film projects with their ISA with the FYZZ, an Innovative Finance ISA specialising in funding film and entertainment ventures.
Read more ...Scottish Budget tax changes will drive need for Financial Planning
- Friday, 15 December 2017
- Articles

Scottish Budget income tax changes announced yesterday will create extra work for Financial Planners by adding to complexity and altering the balance between Scotland and that rest of the UK.
Read more ...National IFA buys Bristol Financial Planner for £5m
- Friday, 15 December 2017
- Articles

National IFA LEBC has acquired 100% of the share capital of Bristol-based IFA Aspira for £5 million in cash and LEBC shares.
Read more ...Schroder teams up with DT to launch 5 risk-profiled funds
- Thursday, 14 December 2017
- Articles

Five risk-targeted funds have been launched by investment manager Schroders in partnership with Distribution Technology, the provider of risk-profiling and Financial Planning services for advisers.
Read more ...170,000-strong global Financial Planning body names chair-elect
- Thursday, 14 December 2017
- Articles

The Financial Planning Standards Board (FPSB), owner of the global Certified Financial Planner certification outside the US, has named South African Gerhardt Meyer CFP, as chairperson-elect of its board.
Read more ...Zurich halves platform fees for £500k+ to target retirees
- Thursday, 14 December 2017
- Articles

Zurich has announced a platform price cut from January, reducing the platform fee by more than half for assets above £500,000 from 0.22% to 0.10%.
Read more ...Rising cost of living is hitting pension savers, says Aviva report
- Thursday, 14 December 2017
- Articles

The UK’s ageing workforce is in crisis as most are in the dark when it comes to knowing the true cost of retirement and how much they need to save, says a survey by Aviva.
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