The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.
Read more ...PIMFA has ‘serious concerns’ about FCA enforcement plans
- Thursday, 29 February 2024
- Articles

PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.
Read more ...UCIS director banned after investors lose £57m
- Wednesday, 28 February 2024
- Articles

Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.
Read more ...CISI sponsors female investment education charity
- Wednesday, 28 February 2024
- Articles

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.
Read more ...ABI wants decumulation included in FCA ‘simplified advice’
- Wednesday, 28 February 2024
- Articles

The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.
Read more ...Wesleyan hires executive from Quilter
- Wednesday, 28 February 2024
- Articles

Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution.
Read more ...SJP sets aside £426m to deal with advice claims
- Wednesday, 28 February 2024
- Articles

Wealth manager St James’s Place Capital has set aside £426m to deal with client claims about historic ongoing advice after a surge in complaints in late 2023.
Read more ...1 in 4 over-55s unaware of State Pension deferral
- Wednesday, 28 February 2024
- Articles

A quarter (25%) of adults aged 55-64 are unaware of the state pension deferral option despite the fact they will soon be making important retirement choices, according to retirement specialists the Just Group.
Read more ...Quilter adds 2 new firms to its advice network
- Wednesday, 28 February 2024
- Articles

Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.
Read more ...Pru with profits fund shares £3.5bn with customers
- Tuesday, 27 February 2024
- Articles

The £126bn Prudential with profits fund is set to share £3.5bn with more than 2m of its policyholders, owner M&G Wealth has revealed.
Read more ...