Financial planning
Financial planning | 10 Jan 25
What does the latest gilt yield spike mean for pensions?
10-year gilt yields are hitting their highest level since the 2007/08 financial crash
Azets Wealth Management to acquire chartered financial planner
Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries
Best Practice Adviser Awards | 6 Jan 25
Steven McBurnie named chair of CISI Paraplanner Interest Group
He takes over from Dan Atkinson who steps down as PPIG chair after five years
Financial planning | 2 Jan 25
12 financial planning tips for 2025
These range from pensions and family finances to wills, gifting and IHT
2024: Year of progress for professional development in Middle East
CII has ‘witnessed very encouraging signs that the mandating of qualifications will soon become a reality’