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.

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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.'

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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.

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HM Revenue and Customs has put a stop to thousands of scam text messages from reaching phones, it says.

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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.

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Thursday, 25 January 2018
Articles

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.

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The FCA has urged PRIPP providers to add additional explanation to product performance scenarios if those scenarios look overly optimistic.

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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.

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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.

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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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