Insurer Aviva is buying the UK protection arm of American International Group (AIG) for £460m.
Read more ...Rocha Lima heads new Planning firm making first acquisition
- Monday, 25 September 2023
- Articles
Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.
Read more ...PFS adds ESG short course for advisers
- Monday, 25 September 2023
- Articles
The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.
Read more ...Solicitor jailed for £2m lottery scam theft
- Monday, 25 September 2023
- Articles
Former solicitor Hugh Lansdell, 74, has been jailed for four years for committing fraud by stealing almost £2million from clients' trusts and accounts.
Read more ...Pensions Dashboard partnership to ultimately reach 12m
- Monday, 25 September 2023
- Articles
Pensions provider Standard Life has teamed up with fintech Moneyhub to develop a commercial Pensions Dashboard.
Read more ...Fairstone sprints into new UK HQ
- Friday, 22 September 2023
- Articles
National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike.
Read more ...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles
It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
Read more ...Editor’s Comment: Riders on the storm
- Friday, 22 September 2023
- Articles
I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Read more ...Editor’s Comment: Time for a stiff Scotch
- Friday, 22 September 2023
- Articles
Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.
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