The Financial Planning Standards Board, owner of the Certified Financial Planner certification outside the United States, is hunting worldwide for a new director to join its international board.
Read more ...Financial Planner and IFA posts 95% increase in profits
- Wednesday, 20 June 2018
- Articles

National IFA and Financial Planning firm LEBC Group has announced strong half-year results, with profits boosted by more than 95%.
Read more ...FCA 'Financial Lives' analysis reveals urban-rural pensions gap
- Wednesday, 20 June 2018
- Articles

The FCA has today published the latest analysis from its Financial Lives study which surveyed nearly 13,000 across the UK and revealed stark financial differences between urban and rural dwellers.
Read more ...Cashflow fin-tech start-up partners with Intelliflo
- Wednesday, 20 June 2018
- Articles

Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.
Read more ...Utmost parent’s deal creates £21bn wealth firm
- Wednesday, 20 June 2018
- Articles

Utmost Wealth Solutions’ parent LCCG - Life Company Consolidation Group - has completed the acquisition of Generali PanEurope to create a global specialist manager looking after £21bn in assets.
Read more ...CISI recruits engineer as global director of learning
- Wednesday, 20 June 2018
- Articles

The CISI has appointed a qualified civil engineer its new global director of learning.
Prior to joining the CISI Susan Clements was head of qualifications at the Institution of Civil Engineers, having previously been membership development officer.
After graduating, from Oxford University, she qualified as a Chartered Civil Engineer with WS Atkins before moving into consulting with PwC.
Mid-way through her career she took time out to bring up her family, during which she did voluntary work in the education sector.
Ms Clements was chair of governors for a number of schools and sat on Buckinghamshire County Council’s overview and scrutiny committee for children’s services.
He is a Fellow of the Institution of Civil Engineers.
Simon Culhane, Chartered FCSI, CISI chief executive, said: “We are delighted to have attracted someone of Susan’s stature and experience to join us in this important and strategic role.
“Susan’s experience across the portfolios of learning, qualifications, IT, membership and career development will be invaluable as we respond to the growing global appetite for our professionalism programme.”
Ms Clements said: “I am excited to be joining CISI.
“I am very much looking forward to working with its members and with my new colleagues to promote the highest standards of ethics and competence within the profession.”
Succession launches Founders' Day in memory of late CEO
- Wednesday, 20 June 2018
- Articles

Succession Group, the acquisitive Financial Planning and wealth management business, is launching a charity-focused Founders’ Day this week in memory of industry entrpreneur Simon Chamberlain, who set up the business and died suddenly at age 51 last year.
Read more ...90% are ‘financially sleepwalking’ into retirement
- Tuesday, 19 June 2018
- Articles

New research has revealed that nine out of ten workers are “financially sleepwalking” into retirement.
Read more ...Consumers to get new powers to influence pension schemes
- Tuesday, 19 June 2018
- Articles

For the first time pension scheme members will be given powers to hold their pension schemes to account over how social and environmental factors impact their investments.
Read more ...Platform 7IM increases profits 4% to £19.4m
- Tuesday, 19 June 2018
- Articles

7IM boosted profits and assets for the year ending 31 December 2017, according to its latest annual results.
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