London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
Read more ...69% of advisers unprepared for £5.5trn wealth transfer
- Tuesday, 16 July 2024
- Articles

More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
Read more ...Government urged to announce Pensions Bill
- Tuesday, 16 July 2024
- Articles

The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.
Read more ...Nearly 3 million ex-retirees return to work
- Tuesday, 16 July 2024
- Articles

Some 2.8m over-50s in the UK have returned to work after being previously retired, according to new research from Legal & General.
Read more ...Transact owner reports record client funds
- Tuesday, 16 July 2024
- Articles

Integrafin (IHP), the parent company of adviser platform Transact, has reported advised client numbers rose 2% to a record 234,000 in the three months to the end of June.
Read more ...Defaqto buys fund research and ratings agency RSMR
- Tuesday, 16 July 2024
- Articles

Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.
Read more ...Rosemount Financial Solutions partners with 7IM
- Monday, 15 July 2024
- Articles

Financial Planning network Rosemount Financial Solutions has entered into a 'strategic partnership' with platform and investment manager 7IM.
Read more ...Consumer Duty is spurring advisers to alter service
- Monday, 15 July 2024
- Articles

More than two in five advisers (43%) changed their client servicing approach as a direct result of the FCA's Consumer Duty introduced in July last year, according to a new study.
Read more ...Chancellor urged to merge ISAs
- Monday, 15 July 2024
- Articles

Investment platform AJ Bell has written to new Chancellor Rachel Reeves urging the government to merge all the different ISA types to make life easier for investors and unlock £30bn currently sitting in cash ISAs.
Read more ...Cost of retirement climbs to £36,480 a year - report
- Monday, 15 July 2024
- Articles

The cost of a moderate retirement income is £25,000 per year for a single person and £36,480 for a couple, according to the latest data from Hargreaves Lansdown’s Savings and Resilience Barometer, published today.
Read more ...