The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles

There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Read more ...Financial Planning Week pushed back to January
- Friday, 22 September 2023
- Articles

Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign, has been pushed back from October to mid-January.
Read more ...Lords approval moves Online Safety Bill a step closer
- Friday, 22 September 2023
- Articles

CII awards prizes for exam performance
- Friday, 22 September 2023
- Articles

The Chartered Insurance Institute, parent organisation of The Personal Finance Society, has awarded 33 prizes for performance in its exams during 2022.
Read more ...Pensions guru MacGillivray to exit Nucleus
- Friday, 22 September 2023
- Articles

Leading pensions expert Neil MacGillivray, head of technical support at adviser platform and SIPP provider Nucleus, is to retire before the end of the year.
Read more ...Planners react as IHT receipts rise £300m
- Thursday, 21 September 2023
- Articles

Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC.
Read more ...£1bn Rathbones and Investec Wealth merger completes
- Thursday, 21 September 2023
- Articles

The near £1bn merger between wealth managers Rathbones and Investec Wealth & Investment has completed this morning.
Read more ...BW takes on record 85 apprentices and graduates
- Thursday, 21 September 2023
- Articles

Expanding pension consultancy Barnett Waddingham (BW) is recruiting a record 85 apprentices and graduates this year.
Read more ...1 in 5 adviser firms set to 'rationalise' tech stack
- Thursday, 21 September 2023
- Articles

Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
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