David Burrows reports on how the financial services sector is taking steps to support customers in vulnerable circumstances
The CISI’s Financial Planning Awards 2021 were held on Tuesday 5 October to conclude the first day of our Financial Planning Conference 2021. Congratulations to all the winners!
Our 43,000 members can now access their CPD on the go
The first client meeting can provide planners with a mine of information but only if they ask the right questions and, importantly, listen to the answers by Gill Wadsworth
Simon Harryman, senior business development director at Ingenious Group, outlines some considerations for financial planners based on economic forecasts
Adam Owen, learning and curriculum director at NextGen Planners, talks about working with the CISI and turning the financial planning profession on its head by Bethan Rees
Mexico's pension landscape has been through reform, while Chile's still requires it. Plus, a warning of a looming Generation X pensions crisis by Bethan Rees