September 2017


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Newsletter, Jobs & Event Alerts


  • Qualifications and training – upskilling online can help close the advice gap

    28 August 2017

    The industry needs new advisers and paraplanners to fill the skills gaps in the advisory market. One way to achieve that could be through online training and qualification courses that engage with the way people actually want to learn, says David Tait of Redmill Advance. Over the past couple of decades, the number of...

  • 500 sign up to new CII pension transfer certificate in first week  

    21 August 2017

    There has been huge initial demand for the Chartered Insurance Institute’s (CII) newly launched pension transfers qualification, with over 500 personal finance professionals having signed up to it in the first week of enrolment. The qualification was created following the Financial Conduct Authority’s (FCA) proposals to tighten the advice requirements for the transfer of...

  • Paraplanners run half marathon in aid of Cancer Research

    17 August 2017

    Caroline Stuart, head of Technical Solutions, DB Wood and Rachel Kitching, operations director for Cooper Parry Wealth (ex-paraplanner with the company and our cover star back in September 2014), will be running a half marathon in October for Cancer Research. Rachel was diagnosed with breast cancer in August 2016, while 7 months pregnant. She...

  • Utmost Technical Academies Hit the Road Again

    16 August 2017

    Utmost Wealth Solutions is launching its latest series of Utmost Technical Academies. Following the successful schedule of academies that took place earlier in the year, the forthcoming series will focus on the financial planning opportunities created by the use of trusts and appropriate tax wrapper selection. In addition to revisiting the fundamental aspects of...

  • Join Architas for the World Market Review

    8 August 2017

    As the year flies by and we head into Q3, things seem calm on the markets front… but is all as it seems? While a global recovery is on the cards, there are a few ominous shadows lurking in the wings in the form of inflation, the unknown outcome of Brexit negotiations on Britain’s...

  • Personal Finance Society and Society of Mortgage Professionals in ‘united profession’ brand revamp

    3 August 2017

    The Personal Finance Society and the Society of Mortgage Professionals have united under the same group logo as part of the Chartered Insurance Institute’s (CII) branding revamp and as a visible mark of a united profession.  The new logo is a contemporary version of its original coat of arms, which was granted alongside the...

  • FCA to speak DB tranfers and on regulatory changes ahead at Technical Insight Seminar – Edinburgh

    2 August 2017

    We are delighted to be able to confirm that Ritchie Thomson of the FCA will be a keynote speaker at our Edinburgh conference on 6 September 2017. 2017 has been an active year for the Regulator in respect of the areas affecting advisory firms. This has included numerous consultation, guidance and policy papers. Ritchie...

  • Fintechs to showcase at PFS conference

    26 July 2017

    The Personal Finance Society (PFS) is partnering with to host a Fintech Startup Cafe at its Festival of Financial Planning conference in September. The Cafe is intended to provide emerging fintech organisations with the opportunity to showcase the latest technology and innovation and will form part of a central village green, which will...