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Paraplanning https://fpt.testjoomla.co.uk/news Fri, 16 Oct 2026 10:57:58 +0100 MYOB en-gb Quilter says FCA Adviser Survey shows ‘renewal’ https://fpt.testjoomla.co.uk/news/quilter-says-fca-adviser-survey-shows-%E2%80%98renewal%E2%80%99 https://fpt.testjoomla.co.uk/news/quilter-says-fca-adviser-survey-shows-%E2%80%98renewal%E2%80%99

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.”

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Articles Fri, 24 Apr 2026 08:11:30 +0100
15% fall in adviser firm numbers in 5 years - FCA https://fpt.testjoomla.co.uk/news/15-fall-in-adviser-firms-in-5-years-fca-survey https://fpt.testjoomla.co.uk/news/15-fall-in-adviser-firms-in-5-years-fca-survey

The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.

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Articles Thu, 23 Apr 2026 10:55:35 +0100
FCA and PRA confirm cuts to senior manager red tape https://fpt.testjoomla.co.uk/news/fca-and-pra-confirm-cuts-to-smcr-red-tape https://fpt.testjoomla.co.uk/news/fca-and-pra-confirm-cuts-to-smcr-red-tape

The FCA and PRA have confirmed changes to the Senior Manager Certification Regime (SMCR), streamlining rules ahead of plans for wider changes which they claim will halve the SMCR’s regulatory burden on firms.

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Articles Wed, 22 Apr 2026 09:36:56 +0100
FCA calls for stronger oversight of inactive appointed reps https://fpt.testjoomla.co.uk/news/fca-calls-for-improved-oversight-of-inactive-appointed-reps https://fpt.testjoomla.co.uk/news/fca-calls-for-improved-oversight-of-inactive-appointed-reps

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.

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Articles Wed, 22 Apr 2026 08:30:23 +0100
PFS members invited to use new lounge in London https://fpt.testjoomla.co.uk/news/pfs-members-invited-to-use-new-cii-lounge https://fpt.testjoomla.co.uk/news/pfs-members-invited-to-use-new-cii-lounge

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.

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Articles Tue, 21 Apr 2026 07:36:47 +0100
Women earn £30k less in UK financial services https://fpt.testjoomla.co.uk/news/women-earn-%C2%A330k-less-in-uk-financial-services https://fpt.testjoomla.co.uk/news/women-earn-%C2%A330k-less-in-uk-financial-services

Women working in UK financial services are earning nearly £30,000 less than men, with the hourly gender pay gap widening to 25%.

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Articles Mon, 13 Apr 2026 08:27:59 +0100
FP Today Magazine investigates a hidden enemy https://fpt.testjoomla.co.uk/news/financial-planning-today-magazine-%20view-now https://fpt.testjoomla.co.uk/news/financial-planning-today-magazine-%20view-now

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.

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Articles Thu, 09 Apr 2026 08:57:25 +0100
From apprentice to board director at his Financial Planning firm https://fpt.testjoomla.co.uk/news/former-apprentice-steps-up-to-board-role-at-financial-planning-firm https://fpt.testjoomla.co.uk/news/former-apprentice-steps-up-to-board-role-at-financial-planning-firm

A former apprentice is one of two new directors at Acumen Financial Planning in West Lancashire.

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Articles Tue, 10 Mar 2026 12:14:16 +0000
CII sees continued rise in qualification numbers https://fpt.testjoomla.co.uk/news/cii-sees-continued-rise-in-qualification-numbers https://fpt.testjoomla.co.uk/news/cii-sees-continued-rise-in-qualification-numbers The CII said that the 55,000 exam sittings reached a decade-long peak.

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.

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Articles Wed, 11 Feb 2026 09:56:45 +0000
Outsourcing firm Eparaplan rebrands as Yoke Global https://fpt.testjoomla.co.uk/news/outsourcing-firm-eparaplan-rebrands-as-yoke-global https://fpt.testjoomla.co.uk/news/outsourcing-firm-eparaplan-rebrands-as-yoke-global

Operations outsourcing firm eparaplan has rebranded to Yoke Global Limited to better reflect the services it offers financial advisers.

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Articles Mon, 08 Sep 2025 05:32:12 +0100