Financial Planning-focused wealth manager Atomos has appointed Team GB para ice swimmer Jonty Warneken as head of its Harrogate office.
Read more ...Atomos hires Harrogate lead from Brooks Macdonald
- Wednesday, 27 September 2023
- Articles
Numbers paying pension tax penalties skyrocket
- Wednesday, 27 September 2023
- Articles
The number of people paying tax penalties for exceeding the annual or lifetime limits on pension tax relied rose sharply between the 2020/21 and 2021/22 tax years, according to new figures from HMRC.
Read more ...Nucleus completes £242m Curtis Banks acquisition
- Tuesday, 26 September 2023
- Articles
Nucleus Financial Platforms has completed its £242m acquisition of SIPP and SSAS provider Curtis Banks to create a retirement-focused adviser platform with approximately £80bn in Assets Under Management.
Read more ...Advisers fear pension death tax changes
- Tuesday, 26 September 2023
- Articles
Only one in 10 financial advisers support the government’s proposed changes to the tax rules on pension death benefits.
Read more ...Cardiff adviser fails with pension claim
- Tuesday, 26 September 2023
- Articles
Former Cardiff financial adviser firm David Craig (FRN 503340) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...CISI appoints new director of learning
- Tuesday, 26 September 2023
- Articles
The Chartered Institute for Securities & Investment has recruited Mandy Gill from the Gambling Commission to be its new executive director of global learning.
Read more ...Cutting client stress is focus for World Planning Day
- Tuesday, 26 September 2023
- Articles
Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.
Read more ...Defaqto launches product and platform switching tool
- Tuesday, 26 September 2023
- Articles
Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.
Read more ...FCA and PRA publish tougher diversity and inclusion plans
- Monday, 25 September 2023
- Articles
The FCA and the PRA have published joint proposals to boost diversity and inclusion across the financial services sector and to help tackle the scandals and poor behaviour.
Read more ...Milton Keynes adviser firm fails with pension claims
- Monday, 25 September 2023
- Articles
Former Milton Keynes financial adviser firm Mike Norris Financial Services (FRN 542126) has been declared as failed by the Financial Services Compensation Scheme.
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