Outgoing IFP President Rebecca Taylor FIFP CFPCM and next President Alan Dick CFPCM, who will take over tomorrow, said achieving “critical mass” for Financial Planning in the UK was a major motivator for the IFP-CISI merger.
The IFP will become a heavyweight organisation following the merger with the CISI, the IFP’s new president told the annual conference this morning.
Forget whatever Arnold Schwarzenegger may say, robots will not be replacing you, Financial Planners were told at the IFP annual conference this morning.
Legal & General Investment Management (LGIM) has appointed a new head of UK retail sales from fund manager Jupiter.
Research has found that nearly half of UK employers are concerned about older workers deferring retirement due to inadequate retirement savings.
Partnership chief executive Steve Groves has forecast that the new pension freedoms will eventually be curtailed.
Former IFP President Julie Lord FIFP CFPCM, who recently became a director of Prestwood Software, is to be a special guest speaker at a series of Prestwood seminars.
The FCA and Prudential Regulation Authority have published new rules on whistleblowing this morning.
Old Mutual Wealth and Intrinsic are to launch a national Financial Planning firm with 10 offices and 250 advisers. It will be called Old Mutual Wealth Private Client Advisers.
Standard Life is urging the Government to introduce an incentive-led pensions regime rather than one based on the current system of tax relief.