November 2017


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  • 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...

  • Tax and trusts speakers confirmed for Autumn Technical Insight Seminars

    26 July 2017

    We are delighted to announce that our Edinburgh Technical Insight Seminar, as well as those in Manchester and Bristol, will feature analysis of the Income Tax treatment of trusts from the technical consultants of Utmost Wealth, John Haley (pictured) and Barry Foster. In addition, John and Barry will explain some of the administrative issues that...

  • CISI’s Campbell Edgar retires and Keri Carter appointed vice chair of CISI IFP Forum Committee

    24 July 2017

    Campbell Edgar is retiring from his role as head of Financial Planning at the Chartered Institute for Securities & Investment (CISI) in October 2017, although he will continue to be involved in some CISI financial planning technical projects. He joined the CISI in May 2016, along with Jacqueline Lockie, after the Institute of Financial Planning...

  • New CII pensions transfer qualification to open in August

    14 July 2017

    The Chartered Insurance Institute (CII) has announced it is opening its new pension transfers qualification for enrolments in August. The launch follows the Financial Conduct Authority’s (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits. The Level 4 Certificate in Pension Transfers Advice includes a new Level 6 unit (AF7) Pension transfers...

  • July/August Issue Out Now – The Awards Issue!

    3 July 2017

    Professional Paraplanner – THE AWARDS ISSUE Welcome to the latest issue of Professional Paraplanner in which we celebrate our inaugural awards. This issue we’ve changed our viewer for the magazine to html5, which does away with the need for you to download the Adobe Flash Player every time it updates. It’s a slightly different...

  • The Great Pensions Debate – paraplanner report

    22 June 2017

    Caroline Stuart, head of Technical Solutions at DB Wood, attended the Great Pensions Debate this week. She provides her view of the event and her take-aways for Professional Paraplanner readers. The Great Pensions Debate was exactly what it promised; excellent speakers who knew their stuff; attendees there to make sure clients get the right outcomes...