Fintel, owner of adviser support firm SimplyBiz and fintech Defaqto, has reported a 2% rise in revenue growth to £27.6m for the six months to the end of June, compared to £27.1m in the first half year of 2022.
Read more ...Some workers cutting back pension contributions - study
- Tuesday, 19 September 2023
- Articles
One in three workers has thought about reducing or stopping their pension contributions in the last two years as the cost of living crisis has hit hard, according to Royal London.
Read more ...House wealth should be part of Financial Planning
- Tuesday, 19 September 2023
- Articles
More than nine out of 10 financial advisers believe property wealth should be a key consideration when giving Financial Planning advice, according to a survey published by a property wealth platform.
Read more ...Mattioli arm buys £53m AUM Opus Wealth
- Monday, 18 September 2023
- Articles
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Read more ...Rising number of centenarians puts pressure on pensions
- Monday, 18 September 2023
- Articles
Fresh new challenges have been thrown up for retirement planning following the publication of new ONS statistics today showing that the number of centenarians living in England and Wales in 2021 climbed to the highest ever number ever recorded.
Read more ...Automatic enrolment bill to get 3rd reading in Lords
- Monday, 18 September 2023
- Articles
The House of Lords is due to sit today for the third reading of the Pensions (Extension of Automatic Enrolment) (No. 2) Bill - its last stage before receiving Royal Assent and then becoming law.
Read more ...'Inadvertent rule breach' in STM bid
- Monday, 18 September 2023
- Articles
Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.
Read more ...Phoenix doubles long-term cash generation
- Monday, 18 September 2023
- Articles
Pension firm Phoenix said it doubled its long-term cash generation in the first half of the year despite a “challenging market environment.”
Read more ...Customers of collapsed WealthTek set for payout
- Monday, 18 September 2023
- Articles
Customers of collapsed Newcastle-based wealth manager WealthTek are likely to have any losses refunded by the Financial Services Compensation Scheme up to the scheme’s £85,000 limit per person.
Read more ...3 adviser firms fail due to pension complaints
- Friday, 15 September 2023
- Articles
The FSCS has declared three financial adviser firms as failed, opening the door to compensation claims from ex-clients.
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