Chartered Financial Planners Beacon Wealth Management has this week teamed up for the 7th year with BBC Children In Need’s Pudsey Bear.
Read more ...Financial Planning firm helps BBC Children In Need’s Pudsey
- Friday, 10 November 2017
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Paraplanners gear up for next Powwow ‘unconference’
- Friday, 10 November 2017
- Articles

Paraplanners Kelly Guttridge and Jo Radcliffe will be hosting 'The Powwow in the Middle' event, the next in the Powwow series, which will be held in Oxfordshire.
Read more ...600,00 now work in Women in Finance Charter firms
- Friday, 10 November 2017
- Articles

The Treasury says that a further 26 companies have signed up to the Women in Finance Charter, including Old Mutual Wealth, Allianz, the Bank of England, Deloitte and Tesco Bank - increasing the number of employees covered by the Charter to over 600,000.
Read more ...Pension scam draft legislation in ‘early 2018’
- Friday, 10 November 2017
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The PLSA has welcomed news that the Government is set to publish draft legislation to ban pension cold calling - including texts and emails - in early 2018.
Read more ...FCA forces Capita FM to pay investors £66m
- Friday, 10 November 2017
- Articles

The Financial Conduct Authority has today publicly censured Capita Financial Managers Limited (CFM) and ordered the firm to pay up to £66m to investors in one of its income funds.
Read more ...NS&I ups savings rates by 0.25% following base rate rise
- Thursday, 09 November 2017
- Articles

NS&I has today said it is increasing interest rates across its variable rate product range, including Premium Bonds, from 1 December.
Read more ...Nearly 3,300 attend first Festival of Financial Planning
- Thursday, 09 November 2017
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PFS chief executive Keith Richards has described the first ever PFS Festival of Financial Planning a "fantastic" success with news that total attendance for the two day event reached nearly 3,300.
Read more ...PFS signs post-Brexit Euro qualifications deal for members
- Wednesday, 08 November 2017
- Articles

The Personal Finance Society says it has secured a “vital” post-Brexit European foothold for UK financial advisers by officially aligning the qualifications framework of its 37,500 members with their counterparts across the rest of the continent.
Read more ...Pensions legend Mike Morrison dies at 55
- Tuesday, 07 November 2017
- Articles

Pensions legend Mike Morrison, one of the best known commentators in the sector, has died at home at the age of 55. He died suddenly and was still working until just before he died.
Read more ...Delegates applaud life of pension legend Mike Morrison
- Tuesday, 07 November 2017
- Articles

Delegates at a major Financial Planner investment conference - AJ Bell's Investival - have today applauded the life of leading pensions expert Mike Morrison who died suddenly aged 55 after suffering a brain hemorrhage at home earlier this week.
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