Business & Development
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Introducing six newly Chartered corporate firms with the CII
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status…
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Teachers’ pension valuation delays: legal expert explains how advisers can help divorcing clients navigate the backlog
Hundreds of teachers have faced life-altering delays in divorce proceedings due to long wait times for pension valuations. With legal action now…
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VouchedFor celebrates the trusted role of advisers with powerful new film
Leading adviser review site, VouchedFor, has launched a new film, celebrating the importance for clients of a trusted adviser during challenging times.…
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Entries open for the PFS Personal Finance Awards 2025/26
The Personal Finance Society (PFS) Personal Finance Awards 2025/26 are open for entry. Recognising excellence across the personal finance profession, the Awards…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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Preparing for September’s ‘Failure to Prevent Fraud’ offence
Written by Laurent Sarrat, co-founder and CEO of fraud detection and prevention company, Sis ID A wave of international payment regulations is…
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Monthly financial services review data – March shows high performance overall with ratings holding steady
Written by Jake Sandford, Head of Data and Analytics at Smart Money People As we reflect on the March findings from Smart…
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Air Academy launches pioneering later life lending factfind training programme
Air Academy has launched the FactFind Learning Programme, in partnership with The Equity Release Council (The Council) and accredited by the London…
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CISI CPD content provides endorsement for pioneering Lifestyle Financial Planning Programme
With growing demand amongst advisers for more meaningful client engagement, the newly CISI CPD-endorsed Lifestyle Financial Planning Programme from Inspiring Advisers offers…
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Quilter Cheviot hires Peter Gorogh as head of proposition
Quilter Cheviot, the discretionary wealth manager, has appointed Peter Gorogh as its new head of proposition. Gorogh will lead Quilter Cheviot’s proposition…
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