The CISI is to move its annual Financial Planning Conference - one of the biggest events in the Financial Planning calendar - to Birmingham after nearly 10 years at the 5 Star Celtic Manor Resort in South Wales.
Read more ...Annual CISI Financial Planning conference moves to Brum
- Thursday, 25 January 2018
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CISI 2018 Financial Planning conference venue announced
- Thursday, 25 January 2018
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The CISI Annual Financial Planning Conference 2018 will take place this year at the Hilton Birmingham Metropole at the NEC on 1 and 2 October under the theme of 'Changing Lives.'
Read more ...Firm fined £1m for failings on suspicious transactions
- Thursday, 25 January 2018
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The FCA has today fined Interactive Brokers (UK) (IBUK) £1,049,412 for failing to identify suspicious transactions in its post-trade systems and controls from February 2014 to February 2015.
Read more ...HMRC halting 90 per cent of scam texts
- Thursday, 25 January 2018
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HM Revenue and Customs has put a stop to thousands of scam text messages from reaching phones, it says.
Read more ...Investment Association urges early review of KID
- Thursday, 25 January 2018
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The Investment Association, the fund managers’ trade body, is calling for an early review of the Key Information document (KID) following the FCA’s statement yesterday about product performance scenarios.
Read more ...SJP FUM rises 20% to top £90bn
- Thursday, 25 January 2018
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Wealth management group St James's Place has reported record new business inflows and funds under management for the 12 months ended 31 December 2017.
Read more ...FCA says 'optimistic' performance data needs explaining
- Wednesday, 24 January 2018
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The FCA has urged PRIPP providers to add additional explanation to product performance scenarios if those scenarios look overly optimistic.
Read more ...Provider says pension freedom withdrawals ‘steadying’
- Wednesday, 24 January 2018
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The latest data from the HMRC reveals that pension withdrawals are steadying following the introduction of the Pension Freedoms, according to pensions provider Royal London.
Read more ...Government to consider making pension guidance mandatory
- Wednesday, 24 January 2018
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The government will review proposals to make guidance for people at retirement mandatory, a move suggested by the Work and Pensions Select Committee recently.
Read more ...Latest issue of Financial Planning Today magazine published
- Wednesday, 24 January 2018
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The latest edition of Financial Planning Today, our magazine for the profession, has been published and is now available to read online.
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