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WMA and APFA members vote to create combined trade association

Thu, 01/06/2017 - 07:51

The two UK trade associations in the personal investment management and financial advice sector have agreed to come together to form a larger representative body for organisations that support individuals and families to plan and invest for their financial life journey. »

Lesley Williams, PLSA

PLSA launches diversity initiative for pensions industry

Wed, 01/03/2017 - 13:00

The Pensions and Lifetime Savings Association (PLSA) has launched a new campaign, Breaking the Mirror Image, which aims to encourage greater diversity on trustee boards. »

WealthBar is first robo-adviser in Canadian ETF Association

Thu, 23/02/2017 - 12:24

Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation. »

Fergus Clarke, PASA

Barnett Waddingham secures PASA accreditation

Mon, 16/01/2017 - 13:28

Barnett Waddingham has become the latest organisation to earn Pensions Administration Standards Association (PASA) accreditation. »

Amanda Pullinger, 100 Women in Finance

100 Women in Hedge Funds rebrands as 100 Women in Finance

Thu, 15/12/2016 - 10:03

100 Women in Hedge Funds has launched a new brand and formally changed its name to 100 Women in Finance. »

APFA survey finds regulatory costs have increased

Thu, 03/11/2016 - 11:03

The third annual Cost of Regulation Report from the Association of Professional Financial Advisers estimates that on average, small to mid-sized firms, with revenue of less than GBP1 million, spent GBP32,000 on the direct and indirect costs of regulation in 2015, an increase from GBP28,000 the previous year.  »

Joanne Segars, PLSA

PLSA launches Master Trust Committee

Wed, 19/10/2016 - 13:31

The Pensions and Lifetime Savings Association (PLSA) has launched a Master Trust Committee to be the voice of master trust pension provision within its membership.   »

PQM launches retirement quality mark

Wed, 14/09/2016 - 08:10

The Pension Quality Mark (PQM) board has launched the Retirement Quality Mark (RQM) to help savers with the choices they face when making the most of their retirement income.   »

Allen & Overy and Lothian Pension Fund join PASA

Wed, 07/09/2016 - 13:29

Allen & Overy and Lothian Pension Fund are the latest organisations to join the Pensions Administration Standards Association (PASA) taking PASA scheme member representation to over 11 million. »

APFA announces Financial Services Forum events

Mon, 18/07/2016 - 09:13

The Association of Professional Financial Advisers (APFA) has launched the inaugural Financial Services Forum events with the initial two events to be held in the Northwest of England on 6 October and London on the 22 November.   »

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