Our 2021 State of the Profession Annual Survey is open now and gives you a great chance to share your views and potentially win an M&S gift voucher - with 10 up for grabs.
Read more ...Just 1 week left to take part in our 2021 Survey
- Monday, 15 June 2020
- Articles

There is just 1 week left to take part in our 2021 State of the Profession Survey and potentially win an M&S gift voucher - with 10 up for grabs.
Read more ...Free Prize Draw with our Annual Financial Planning Survey
- Monday, 15 June 2020
- Articles

Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.
Read more ...LV= confirms potential sell off for business
- Monday, 15 June 2020
- Articles

Mutual financial provider LV= confirmed today that it was looking at options which may include a sale of its businesses.
Read more ...Research firm RSMR launches DFM Academy
- Monday, 15 June 2020
- Articles

Investment research and fund ratings provider RSMR has launched a DFM Academy to help advisers with due diligence and selection.
Read more ...Beer takes over as CEO of Brewin Dolphin
- Monday, 15 June 2020
- Articles

Robin Beer has today taken over today as chief executive of wealth manager and Financial Planner Brewin Dolphin.
Read more ...CII’s 2020 AGM to go virtual for the first time
- Monday, 15 June 2020
- Articles

The 129,000-member Chartered Insurance Institute will hold its first ever virtual AGM in October.
Read more ...Quilter offers free Adviser School starter module
- Monday, 15 June 2020
- Articles

Wealth manager and Financial Planner Quilter has made the first module free for its Financial Adviser School to open the door to more people to becoming financial advisers.
Read more ...TPR issues more than 115,000 auto-enrolment penalties
- Monday, 15 June 2020
- Articles

The Pensions Regulator has so far issued 115,459 auto-enrolment fixed penalty notices since the start of the workplace pension scheme in 2012.
Read more ...SJP opens apprentice programme for September
- Friday, 12 June 2020
- Articles

Wealth manager St James’s Place has opened applications for its degree level apprenticeship scheme starting in September at its Cirencester head office.
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