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Wednesday, 11 May 2016 14:35
A survey for the Chartered Institute for Securities & Investment has found that a majority of financial services practitioners have indicated that Brexit would be bad for their clients.The CISI,
Tuesday, 05 April 2016 15:00
CISI chief executive Simon Culhane Chartered FCSI has warned that a lack of a central register to check who is an authorised adviser is damaging consumers and consumer confidence.The CISI says that
Friday, 18 March 2016 12:46
The CISI has raised concerns that the FCA could be sending “mixed messages that may devalue qualifications” if recommendations from the FAMR are implemented.The professional body has suggested the
Friday, 18 March 2016 12:44
New pension investments were up by 110.4% in 2015, rising to £13.6 billion from £6.5 billion in 2014, according to new figures.The analysis, which exclude transfers, has been published by
Wednesday, 16 March 2016 16:00
The new Lifetime ISA could be used for “other specific life events” apart from buying a first home and for retirement.The creation of the new savings vehicle was among the most eye catching from
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The UK is in danger of developing two tiers to retirement planning leading to some “sleepwalking into a later life financial crisis”, the chief executive of an investments firm has warned.
When a successful businesswoman sold her firm for £6m she had a dilemma to solve.
A Paraplanner leading moves in Scotland towards a new kitemark for Paraplanning says it will bolster professionalism.
A new £49 robo-advice service with a free guidance report is set to be launched.
The scrapping of the 25% tax free lump sum would be a “major blow” to savers, a pensions firm director has warned ahead of next month’s Budget.
Consumers are prepared to use robo-advice to invest up to £1,000 of their savings but less than a quarter would trust it to replace a professional adviser.

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