PIMFA, which represents around 1,000 UK wealth managers and and financial advisers, has welcomed the FCA’s decision to further investigate industry concerns about the operation of the PRIIPs regime since its implementation in January.
Read more ...PIMFA says PRIIPs regulation ‘in urgent need of review’
- Thursday, 04 October 2018
- Articles

Pension transfer advisers will need specialist qualification from 2020
- Thursday, 04 October 2018
- Articles

The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.
Read more ...Quilter reveals raft of senior executive changes
- Wednesday, 03 October 2018
- Articles

Financial Planning and wealth management firm Quilter has announced a number of changes to its executive committee.
Read more ...Advisers warned to consider clients’ ethics or risk losing them
- Wednesday, 03 October 2018
- Articles

Advisers risk losing clients if they fail to acknowledge and factor in their environmental, social and governance (ESG) preferences, according to an asset management firm.
Read more ...Esther McVey’s backing for pensions dashboard welcomed
- Wednesday, 03 October 2018
- Articles

Work and Pensions Secretary Esther McVey’s recent backing for the pensions dashboard, in her speech at the Conservative Party Conference this week, brought relief to the profession.
Read more ...Financial services sentiment slumps as Brexit nears
- Wednesday, 03 October 2018
- Articles

Brexit uncertainty is “biting hard” on banks and investment managers with optimism in the financial services sector falling sharply in the quarter to September.
Read more ...CII and PFS open new Middle East and Africa office in Dubai
- Wednesday, 03 October 2018
- Articles

The CII and PFS are opening a new office in Dubai to cover the Middle East and Africa in response to “growing demand from the region for the raising of professional standards.”
Read more ...Two East Anglian Chartered Financial Planner firms merge
- Tuesday, 02 October 2018
- Articles

Two firms of Chartered Financial Planners in East Anglia - Smith & Pinching and Almary Green - are to merge, creating a business with 125 staff.
Read more ...Financial Planners answer secret questions on profession
- Tuesday, 02 October 2018
- Articles

A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.
Read more ...FCA chairman Randell warns against dangers of deregulation
- Tuesday, 02 October 2018
- Articles

FCA chairman Charles Randell has warned that the regulator will resist any calls for excessive financial de-regulation as Brexit looms and memories of the last financial crisis in 2008 fade.
Read more ...