Latest News

Pension transfer advisers will need specialist qualification from 2020

The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.

Profession welcomes McVey’s backing for pensions dashboard

Work and Pensions Secretary Esther McVey’s backing for the pensions dashboard in her speech at the Conservative Party Conference this week brought relief to the profession.

CISI conference hears expert lessons from BSPS debacle

The CISI Annual Financial Planning Conference heard yesterday from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

FCA fines Tesco Bank £16.4m over cyber failures

The FCA has fined Tesco Personal Finance plc (Tesco Bank) £16.4m over failings relating to a cyber attack in November 2016.

Boylan takes helm at FundsNetwork as Shea retires

Fidelity has promoted insider Jackie Boylan to be head of its adviser-focused platform business FundsNetwork.

Financial Planning Week campaign set for next week

The CISI is urging Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.