Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS).
Read more ...Davy returns as Fintel chairman as Hughes exits
- Wednesday, 29 September 2021
- Articles

Fintel’s new chairman Gary Hughes has stepped down for personal reasons after only six months in the role, with former chairman and founder Ken Davy returning as interim chairman.
Read more ...Global survey ranks 4 key skills for Planners
- Tuesday, 28 September 2021
- Articles

A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.
Read more ...Why Planners should include 'family' IHT reviews
- Tuesday, 28 September 2021
- Articles

Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.
Read more ...CISI launches new CPD app
- Tuesday, 28 September 2021
- Articles

The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.
Read more ...Class action launched against Woodford fund
- Tuesday, 28 September 2021
- Articles

Legal firm Leigh Day has launched court proceedings on behalf of Woodford investors against Link Fund Solutions Limited over the failed Woodford Equity Income Fund (WEIF).
Read more ...Wealth manager hires 7IM Financial Planning head
- Tuesday, 28 September 2021
- Articles

Wealth manager and Financial Planner James Hambro & Partners has recruited George Martineau, 7IM’s head of Financial Planning, to help launch its new Edinburgh office.
Read more ...CISI backs World Financial Planning Day campaign
- Monday, 27 September 2021
- Articles

The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October.
Read more ...Financial Planning Week 2021 gets under way
- Monday, 27 September 2021
- Articles

Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today.
Read more ...Watchdog restricts authorised firm and issues warning
- Monday, 27 September 2021
- Articles

The FCA has restricted an authorised firm, Sentor Solutions Commercial Ltd, to prevent it carrying out regulated activities without prior written consent from the regulator.
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