SIPP and SSAS specialist Talbot and Muir has launched a series of bespoke CPD-accredited webinars that can be tailored for individual firms of advisers and will be delivered by the firm’s business development consultants.
Read more ...Nearly 50 pass new-look CISI Financial Planning exam
- Monday, 11 May 2020
- Articles

The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.
Read more ...Hong Kong regulator contender for FCA CEO - reports
- Monday, 11 May 2020
- Articles

Experienced financial regulator Ashley Alder, head of Hong Kong’s Securities and Futures Commission, could be the next chief executive of the FCA, according to reports from Sky News.
Read more ...First 2 Financial Planners achieve CFP Level 7 qualification
- Thursday, 07 May 2020
- Articles

A Financial Planner in Scotland and a trainee Financial Planner in West Yorkshire have become the first two to achieve the UK’s new highest level Financial Planning qualification.
Read more ...Investors back UK in March as £10bn exits funds
- Thursday, 07 May 2020
- Articles

UK funds bucked a £10bn flight from retail investment funds in March as the Coronavirus hit markets around the world.
Read more ...Forum launches regulatory timetable grid early
- Thursday, 07 May 2020
- Articles

The Financial Services Regulatory Initiatives Forum has brought forward the launch of its Regulatory Initiatives Grid to today.
Read more ...Bank holds rate at 0.1% amid economic gloom
- Thursday, 07 May 2020
- Articles

The Bank of England’s Monetary Policy Committee has published a gloomy forecast on the UK economy as it votes maintain the Bank Base Rate at 0.1%.
Read more ...Fairstone set to acquire 2 more advice firms
- Wednesday, 06 May 2020
- Articles

Chartered Financial Planner Fairstone has announced a deal to acquire two more financial advice firms - making a total of four deals announced in the past month.
Read more ...House-movers leave behind £19.4bn in unclaimed pensions
- Wednesday, 06 May 2020
- Articles

New research for the ABI has found that up to 1.6m people may be losing out on £19.4bn in unclaimed pensions when they move house.
Read more ...Virus-worried Britons plan to see financial adviser for first time
- Wednesday, 06 May 2020
- Articles

Nearly half of UK adults (46%) plan to sort out their personal finances due to the virus outbreak with 13% of these people planning to seek a financial adviser for the first time.
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