Archives for November 2021
Weekend Reading for Financial Planners (Nov 20-21)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board is increasing its efforts to enforce its requirement for CFP certificants to report information about their own misconduct or ethical violations… by increasing the sanction for failure to report the information from a […]
Editor’s Column: Beware the Twitter twits
Social media can be a curse as well as a blessing, as people are now realising. It was no surprise this week that the Chartered Insurance Institute felt obliged to publish a new guide warning CII and PFS members about the dangers of toxic Tweets, flawed Facebook posts and lapses of judgment on LinkedIn. With […]
8 Tasks to Cross Off Your Year-end Accounting Checklist
The end of the year is a busy time for businesses. If you’re like most business owners, you’re probably juggling end-of-year accounting procedures in addition to heavier traffic and sales and payroll tasks. Instead of scrambling (or forgetting) to get your year-end processes complete, use a year-end accounting checklist to organize the way you wrap […]
STM hit by £400,000 revenue dip
STM Group, the international SIPP and financial services provider, has seen a £400,000 hit to revenue this year as SIPP business slowed, the firm reported in a trading update today. The firm has also announced an executive change which will see Christine Hallett, formerly managing director of STM’s UK businesses, appointed director of group distribution […]
Tax avoidance risk tool launched by HMRC
HMRC has launched a new tool to help self employed agency and contract workers employed through an umbrella company spot whether they are at risk of tax avoidance. The tool can be used by workers on IR35 contracts and others paid through an umbrella company. The UK has seen a surge in umbrella companies (sometimes […]
IWP hires 2 senior execs for further growth
Expanding Financial Planning group Independent Wealth Planners (IWP) has appointed two seasoned professionals to two newly-created senior roles as it plans further growth. Rob Allen has been appointed managing director and David Shiel joins as marketing director. IWP says that Mr Allen will lead the company’s growing national network of independent financial advisers in line […]
Artemis appoints Fidelity’s Anand as CIO
Artemis Investment Management has appointed Paras Anand as its new chief investment officer (CIO). He is currently CIO for Asia Pacific at Fidelity International. He replaces Matthew Beesley who will be leaving Artemis at the end of this year. Mr Beesley will join Jupiter as its CIO in January after having served as CIO at […]
CII warns members on social media risks
The Chartered Insurance Institute has warned its members to be wary of linking their social media accounts to their professional status. The professional body with 125,000 members – including 40,000 in the PFS – says that members should ensure that their posts are conducted in a “professional manner” to avoid damaging their own reputation, that […]
