Deprecated: Method ReflectionMethod::setAccessible() is deprecated since 8.5, as it has no effect since PHP 8.1 in /home/sites/19a/9/93e4c8074a/public_html/fpt/plugins/system/crucanonicalurl/src/Extension/Canonicalurl.php on line 657 Paraplanning https://fpt.testjoomla.co.uk/news/paraplanning2026-10-16T10:57:45+01:00Financial Planning TodayMYOBQuilter says FCA Adviser Survey shows ‘renewal’2026-04-24T08:11:30+01:002026-04-24T08:11:30+01:00https://fpt.testjoomla.co.uk/news/quilter-says-fca-adviser-survey-shows-%E2%80%98renewal%E2%80%99Kevin<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p>Wealth manager and platform provider Quilter says that the FCA’s Adviser Survey, released yesterday, shows signs that the advice profession is “starting to renew itself.”</p>
<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p>Wealth manager and platform provider Quilter says that the FCA’s Adviser Survey, released yesterday, shows signs that the advice profession is “starting to renew itself.”</p>
15% fall in adviser firm numbers in 5 years - FCA 2026-04-23T10:55:35+01:002026-04-23T10:55:35+01:00https://fpt.testjoomla.co.uk/news/15-fall-in-adviser-firms-in-5-years-fca-surveyKevin<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/FCa.chart.jpeg" alt="" width="1200" height="800" loading="lazy"></p><p>The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.</p>
<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/FCa.chart.jpeg" alt="" width="1200" height="800" loading="lazy"></p><p>The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.</p>
FCA and PRA confirm cuts to senior manager red tape2026-04-22T09:36:56+01:002026-04-22T09:36:56+01:00https://fpt.testjoomla.co.uk/news/fca-and-pra-confirm-cuts-to-smcr-red-tapeKat Mitchell<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The FCA and PRA have confirmed changes to the Senior Manager<span style="mso-spacerun: yes;"> </span>Certification Regime (SMCR), streamlining rules ahead of plans for wider changes which they claim will halve the SMCR’s regulatory burden on firms.</span></p>
<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The FCA and PRA have confirmed changes to the Senior Manager<span style="mso-spacerun: yes;"> </span>Certification Regime (SMCR), streamlining rules ahead of plans for wider changes which they claim will halve the SMCR’s regulatory burden on firms.</span></p>
FCA calls for stronger oversight of inactive appointed reps2026-04-22T08:30:23+01:002026-04-22T08:30:23+01:00https://fpt.testjoomla.co.uk/news/fca-calls-for-improved-oversight-of-inactive-appointed-repsKat Mitchell<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/webfca-reception-3_Medium.jpeg" alt="" width="640" height="354" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The FCA has urged principal firms to strengthen their oversight of inactive appointed representatives (ARs) following a supervisory review which found gaps in governance, reporting and consumer protection.</span></p>
<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/webfca-reception-3_Medium.jpeg" alt="" width="640" height="354" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The FCA has urged principal firms to strengthen their oversight of inactive appointed representatives (ARs) following a supervisory review which found gaps in governance, reporting and consumer protection.</span></p>
PFS members invited to use new lounge in London2026-04-21T07:36:47+01:002026-04-21T07:36:47+01:00https://fpt.testjoomla.co.uk/news/pfs-members-invited-to-use-new-cii-loungeSimon Read<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/Callum_Beaton_CII_President_.jpg" alt="" width="1434" height="854" loading="lazy"></p><p class="MsoNormal"><span style="mso-ansi-language: EN-GB;">Members of the Personal Finance Society (PFS) have been offered the use of a new lounge in the offices of parent body the Chartered Insurance Institute (CII) on Old Broad Street in the City of London.</span></p>
<p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/Callum_Beaton_CII_President_.jpg" alt="" width="1434" height="854" loading="lazy"></p><p class="MsoNormal"><span style="mso-ansi-language: EN-GB;">Members of the Personal Finance Society (PFS) have been offered the use of a new lounge in the offices of parent body the Chartered Insurance Institute (CII) on Old Broad Street in the City of London.</span></p>
Women earn £30k less in UK financial services2026-04-13T08:27:59+01:002026-04-13T08:27:59+01:00https://fpt.testjoomla.co.uk/news/women-earn-%C2%A330k-less-in-uk-financial-servicesSimon Read<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span style="mso-ansi-language: EN-GB;">Women working in UK financial services are earning nearly £30,000 less than men, with the hourly gender pay gap widening to 25%.</span></p>
<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span style="mso-ansi-language: EN-GB;">Women working in UK financial services are earning nearly £30,000 less than men, with the hourly gender pay gap widening to 25%.</span></p>
FP Today Magazine investigates a hidden enemy 2026-04-09T08:57:25+01:002026-04-09T08:57:25+01:00https://fpt.testjoomla.co.uk/news/financial-planning-today-magazine-%20view-nowKevin<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="p1">The latest issue of Financial Planning Today Magazine investigates the hidden enemy undermining trust in the financial services sector and Financial Planning on a daily basis.</p>
<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="p1">The latest issue of Financial Planning Today Magazine investigates the hidden enemy undermining trust in the financial services sector and Financial Planning on a daily basis.</p>
From apprentice to board director at his Financial Planning firm2026-03-10T12:14:16+00:002026-03-10T12:14:16+00:00https://fpt.testjoomla.co.uk/news/former-apprentice-steps-up-to-board-role-at-financial-planning-firmKevin<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="p1">A former apprentice is one of two new directors at Acumen Financial Planning in West Lancashire.</p>
<p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="p1">A former apprentice is one of two new directors at Acumen Financial Planning in West Lancashire.</p>
CII sees continued rise in qualification numbers2026-02-11T09:56:45+00:002026-02-11T09:56:45+00:00https://fpt.testjoomla.co.uk/news/cii-sees-continued-rise-in-qualification-numbersKat Mitchell<p><img src="https://fpt.testjoomla.co.uk/" alt="The CII said that the 55,000 exam sittings reached a decade-long peak."></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The Chartered Insurance Institute (CII), professional body and parent of the Professional Finance Society, has seen a continued increase in the total number of qualifications completed in 2025.</span></p>
<p><img src="https://fpt.testjoomla.co.uk/" alt="The CII said that the 55,000 exam sittings reached a decade-long peak."></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The Chartered Insurance Institute (CII), professional body and parent of the Professional Finance Society, has seen a continued increase in the total number of qualifications completed in 2025.</span></p>
Outsourcing firm Eparaplan rebrands as Yoke Global2025-09-08T05:32:12+01:002025-09-08T05:32:12+01:00https://fpt.testjoomla.co.uk/news/outsourcing-firm-eparaplan-rebrands-as-yoke-globalKat Mitchell<p><img src="https://fpt.testjoomla.co.uk/images/EdJune2025/MWS_at_desk_002.jpeg" alt=""></p><p>Operations outsourcing firm eparaplan has rebranded to Yoke Global Limited to better reflect the services it offers financial advisers.</p>
<p><img src="https://fpt.testjoomla.co.uk/images/EdJune2025/MWS_at_desk_002.jpeg" alt=""></p><p>Operations outsourcing firm eparaplan has rebranded to Yoke Global Limited to better reflect the services it offers financial advisers.</p>