Chartered Financial Planner Ella Davies of Clarion Wealth Planning in Cheshire has begun a mentoring role as a ‘big sister’ to a teenage girl.
Read more ...CII and PFS hire digital and information chief
- Tuesday, 01 November 2022
- Articles
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.
Read more ...M&G Wealth Advice poaches new chief from SBG
- Tuesday, 01 November 2022
- Articles
Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.
Read more ...Pensions suffer as cost of living bites
- Tuesday, 01 November 2022
- Articles
A quarter of adults have stopped or are planning to stop contributing to their workplace pensions in order to keep up with rising living costs, a new study has found.
Read more ...Soaring bills resulting in depression - PFS survey
- Tuesday, 01 November 2022
- Articles
Hard-pressed Britons, particularly younger ones, are struggling to cope mentally with rising bills, new research from the Personal Finance Society (PFS) has revealed today.
Read more ...Nearly 2,500 register for Festival of Financial Planning
- Monday, 31 October 2022
- Articles
Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow.
Read more ...PFS Festival - Consumer Duty 'tougher' than TCF
- Monday, 31 October 2022
- Articles
The new FCA Consumer Duty will be much tougher than the previous Treating Customers Fairly regulatory principles, the FCA's director of consumers investment Therese Chambers told Financial Planners in a keynote speech at the two-day Festival of Financial Planning which got under way today.
Read more ...PFS Festival - Time to shout about profession
- Monday, 31 October 2022
- Articles
The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.
Read more ...Nearly 2,400 attend PFS Festival of Financial Planning
- Monday, 31 October 2022
- Articles
Nearly 2,400 financial professionals attended this week's Personal Finance Society's two-day Festival of Financial Planning - the biggest event of its kind this year.
Read more ...New Gen Z adviser SpringGen hits £1m milestone
- Monday, 31 October 2022
- Articles
SpringGen, the financial advice platform for Millennials and Gen-Zers which is part of Acumen Financial Planning, has celebrated its first year in business.
Read more ...