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Your profession

Your profession

The eight client questions you must answer

clock 14 August 2015 • 3 min read

Your profession

IFP-CISI deal could see launch of Level 4 financial planning qualification

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

clock 14 August 2015 •

Technology

Revealed: The ten best adviser websites 2015

Revealed: The ten best adviser websites 2015

clock 13 August 2015 • 8 min read

Your profession

CII removes exam on senior management qualification

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

clock 13 August 2015 •

Investment

SFO Harlequin probe hits 'final stages' in call for more investor evidence

A Serious Fraud Office (SFO) investigation into criminal wrongdoing by multi-million pound overseas investment Harlequin is entering the "final stages", the SFO said, as it asks investors for the latest information on their dealings with the company....

clock 13 August 2015 •

Investment

FCA bans another IFA director over Harlequin SIPP suitability failings

The Financial Conduct Authority (FCA) has banned another former director of one of the main distributors of troubled investment Harlequin Property, fining him £165,900 for failings linked to pension advice.

clock 13 August 2015 • 6 min read

Your profession

Clear communication: Seven tips for your next client presentation

Clear communication: Seven tips for your next client presentation

clock 13 August 2015 •

Regulation

MAS launches £400k project to help parents teach kids budgeting skills

The Money Advice Service (MAS) has linked with the Big Lottery Fund in Wales to launch a £400,000 pilot scheme designed to help parents teach their kids about money.

clock 13 August 2015 •

Your profession

Steve Webb joins Royal London as policy director

Former pensions minister Steve Webb has joined Royal London as director of policy and external communications.

clock 12 August 2015 •

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

Post-it note size stuff for IFAs and paraplanners

clock 12 August 2015 • 2 min read
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