Financial Planning
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC
The special membership arrangement boosts skills and continuing professional development (CPD)
Financial planning | 29 May 24
100 Scots students on track for financial services careers insight day
Students will hear from financial services practitioners, including introductions to Scotland’s financial services sector and front, middle and back-office roles available
Financial planning | 24 May 24
II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning
Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”
Financial planning | 22 May 24
Hoxton Capital Management reclaims over £1m for clients through tax planning
The funds primarily stem from pension withdrawals and withholding tax deductions in the UK