The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.
Read more ...New Financial Planning course includes ‘The Art of Paraplanning’
- Thursday, 09 May 2019
- Articles

70,000 DB scheme members quitting annually since Freedoms
- Thursday, 09 May 2019
- Articles

A survey by pensions firm XPS has revealed that each year 70,000 Defined Benefit scheme members are using the Pension Freedoms to leave their schemes - with most shifting their money to a SIPP.
Read more ...TPR slaps McDonald’s pension trustee with £103k fine
- Wednesday, 08 May 2019
- Articles

A corporate professional trustee firm has been fined £103,750 for breaching multiple areas of pension law.
Read more ...NS&I in talks to add its products to investment platforms
- Wednesday, 08 May 2019
- Articles

NS&I has held exploratory talks with a number of investment and wrap platforms used by Financial Planners with a view to client investments being managed this way.
Read more ...AIC overhauls investment company sectors
- Wednesday, 08 May 2019
- Articles

The Association of Investment Companies (AIC) has revamped its investment company sectors following an industry-wide consultation.
Read more ...Chartered Financial Planner Fairstone acquires IFA
- Wednesday, 08 May 2019
- Articles

Chartered Financial Planning firms Fairstone has acquired Leicester-based IFA Brett & Randall Financial Services.
Read more ...FSCS ‘sorry’ for failed £236m mini-bond confusion
- Wednesday, 08 May 2019
- Articles

The Financial Services Compensation Scheme has apologised to potentially misled clients of the failed London Capital and Finance (LCF) mini-bond.
Read more ...Bankhall’s new hire to boost Financial Planner relationships
- Wednesday, 08 May 2019
- Articles

Bankhall and PMS Mortgage Club, part of Sesame Bankhall Group (SBG), have bolstered their support for directly authorised firms with the appointment of an advisory relationships director.
Read more ...Lords back Intergenerational Impact Assessments
- Wednesday, 08 May 2019
- Articles

A House of Lords committee has backed proposals for Intergenerational Impact Assessments (IIAs).
Read more ...Financial advisers get online access to NS&I client holdings
- Wednesday, 08 May 2019
- Articles

NS&I has unveiled a long-awaited new online service for financial advice firms allowing them to see for the first time a client’s full NS&I holdings when they want.
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