Financial Planners are seeing an influx of questions on the new pension scheme returns format required for small self-administered schemes (SSAS), according to a trade body.
Read more ...Planners urge caution in reaction to Trump tariffs
- Thursday, 03 April 2025
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Planners have urged investors not to make any knee-jerk reaction to the newly introduced import tariffs from the US government.
Read more ...Retail investment fund outflows ease
- Thursday, 03 April 2025
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Fund outflows fell to £562m in February from £3bn in January, according to the latest data from the Investment Association, the fund managers' trade body.
Read more ...Wesleyan adds former FNZ CEO to board
- Thursday, 03 April 2025
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Financial services mutual Wesleyan Financial Services has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.
Read more ...FOS freezes Planner fees and levies for 2025/26
- Thursday, 03 April 2025
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The Financial Ombudsman Service will freeze its case fees at £650 for Financial Planner respondents for its 2025/26 year.
Read more ...Former HSBC Planning head joins fintech
- Thursday, 03 April 2025
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Financial Planning technology firm Ortec Finance has appointed Mark Glover as managing director and head of UK wealth management.
Read more ...Consolidators shift focus to larger advice firms
- Thursday, 03 April 2025
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The value of acquisitions of financial advice firms rose considerably in 2024 due to an increase in the acquisition of firms with over £1bn in assets under advice.
Read more ...FCA presses pause on further sustainability rules
- Thursday, 03 April 2025
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The FCA has decided to hold off introducing new rules on sustainability-related governance and the transition to net zero for regulated firms following a consultation with the industry.
Read more ...Ex-Confused.com CEO to head protection provider Guardian
- Wednesday, 02 April 2025
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Carlton Hood has been appointed CEO of protection provider Guardian from 1 May.
Read more ...FCA seeking more 'holistic' approach to retail products
- Wednesday, 02 April 2025
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Nikhil Rathi, chief executive of the FCA, said the regulator was considering how retail markets can take a more holistic approach to Britons’ finances.
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