Financial education

CISI sets up financial planner mentoring helpline

The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme. The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning […]

Lessons to be learnt

Sesame launches new adviser academy

Sesame Bankhall Group has become the latest advice market brand to launch an academy for member firms. The network, support service and mortgage advice business has partnered with training and education firm Simply Academy to offer member firms across its different business lines access to apprenticeship programmes to help them develop and recruit new staff. […]


Household debt tops £425bn: TUC

Analysis by the Trades Union Congress suggests that household debt has reached a new high of over £425bn. The TUC’s research – which includes student loans and are therefore higher than similar estimates from the Bank of England – says that non-mortgage debt rose £886 to a fresh peak of £15,385 per household in 2018, […]

Budd, Hoskin and more great speakers added to Money Marketing Interactive

Money Marketing’s flagship conference, Money Marketing Interactive, has added even more brilliant names to its London date. For an in-depth look into consolidation, Former Ovation managing director Chris Budd will be taking to the stage to talk about how he was able to sell his advice firm to his own staff, while Almary Green’s Carl […]


21 year-old appointed youngest PFS fellow

Manchester-based Jacob Hartley has qualified as the youngest ever fellow of the Personal Finance Society at 21, following three and a half years as a trainee planner. Hartley joined the academy programme at Manchester-based Lift Financial where he has worked as a client support administrator and analyst since 2015. In addition to sitting 19 exams […]

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CISI picks Raymond James mananger as branch president

The Chartered Institute for Securities and Investment has appointed Raymond James investment manager Leighton Bascom to be the president of its South East branch. US-born Bascom, who oversees the Tunbridge Wells branch of Raymond James, takes over from Charles Stanley investment manager Katie Presland. Leighton joined Raymond James in 2003. He was formerly senior vice […]


Wealth bigger concern than health for those nearing retirement

Those nearing retirement are more concerned about a hole in their finances than failing health, according to research by Hargreaves Lansdown. The direct to consumer platform asked people to pick their top three retirement fears and found 48 per cent said not having enough money was most concerning. Second on the list was becoming ill, […]