CISI names Dan Atkison paraplanner interest group chair
APP Chartered MCSI appointed
Dan Atkinson
EQ Investors head of technical Dan Atkinson has been named the chair of the Chartered Institute for Securities & Investment (CISI) paraplanner interest group.
The group is open to all CISI members and non-CISI members who have a drive and passion for the profession of paraplanning. The group runs events over the year, with its practitioner committee playing...
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![Rory Pervical: "[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece."](/api/v1/wps/54eb332/982c284a-f116-498d-9f44-98218aa37de3/4/rory-percival-new-230x142.jpg "Rory Pervical: \"[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece.\"")
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