Financial education

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Apfa: Guidance bodies should promote free adviser meetings

Apfa has called on the Government’s new single guidance body to tell consumers that an initial conversation with an adviser is “always free”. The Government said in October it would create a single organisation to deliver guidance on pensions, money and debt advice that will replace the Money Advice Service, The Pensions Advice Service and Pension Wise. […]

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Campbell Edgar: The simpler route to CFP

The new year is a time for resolutions, with many advisers making promises about what they want to achieve in the coming 12 months. Since this time last year, we have had a Brexit referendum, an increased focus on globalisation and, much closer to home, a simplified pathway to becoming an accredited certified financial planner […]

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Outgoing MAS chief: I’ve turned us around

Outgoing Money Advice Service chief executive Caroline Rookes has credited her tenure with turning the embattled agency around, despite having to fend off constant criticism from Government and advisers. Rookes announced yesterday she will retire from her post in April 2017. She had initially intended to retire in February this year, but wanted to stay to […]

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Advisers put off low-value clients by calls for segmentation

Language encouraging advisers to only take on high-net-worth clients is not helping to improve financial inclusion, according to speakers at a parliament-hosted event. Issues around financial exclusion and education were discussed at a panel debate hosted by Jonathan Edwards MP last night at the Houses of Parliament. During the discussion, Rose & North Financial Planning and Wealth Management […]

Who are the adviser winners from the CISI awards?

Acumen Financial Planning was recognised as accredited financial planning firm of the year at the Chartered Institute for Securities and Investment Financial Planning Gala Awards 2016. The awards were held yesterday as part of the CISI Financial Planning Conference at the Celtic Manor Resort in Wales. Former Institute of Financial Planning president Jane Wheeler was […]

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PFS names NFU Mutual’s Nick Turner president

NFU Mutual sales and agency director Nick Turner has been named president of the Personal Finance Society for 2016/17. Turner takes over from Phoenix Wealth Management managing director Brendan O’Ciobhain who has now stepped down from the board. Turner’s appointment was announced at the PFS annual general meeting yesterday. He joined the PFS board in […]

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MAS to return fees after budget surplus

The Money Advice Service is to return £800,000 to levy payers after it reported a surplus income in the 12 months to 31 March 2016. According to its most recent annual report, the MAS reported surplus income over expenditure of £300,000 in the year ended 31 March 2016 compared to deficit income over expenditure of £800,000 […]