Nearly half of financial advisers (45%) are considering launching new cut-down advice services using the proposed FCA advice / guidance boundary changes, according to a new survey.
Read more ...45% of advisers consider new advice/guidance propositions
- Friday, 14 June 2024
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Chartered Planner joins IFA Continuum in St Albans
- Friday, 14 June 2024
- Articles
National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.
Read more ...9 firms declared in default by FSCS
- Friday, 14 June 2024
- Articles
The Financial Services Compensation Scheme, the safety-net scheme for retail investors, declared nine firms in default in April and May, it confirmed this week.
Read more ...Labour Party manifesto - expert reaction
- Thursday, 13 June 2024
- Articles
With any detail regarding pension tax allowances missing from the Labour Party manifesto, retirees could see a Labour government cut back allowances to raise funds, according to pensions industry experts.
Read more ...Labour Party manifesto pledges pension review
- Thursday, 13 June 2024
- Articles
The Labour Party has promised to carry out a review of the UK pensions landscape in its manifesto released today.
Read more ...SME adviser acquires tax refund specialist
- Thursday, 13 June 2024
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Specialist SME advice firm K3 Capital Group has acquired commercial property tax specialist HMA Tax for an undisclosed sum.
Read more ...Birmingham investment manager achieves Chartered status
- Thursday, 13 June 2024
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Birmingham-headquartered investment manager EFG Harris Allday has been awarded CISI Chartered Firm status.
Read more ...Hartley Pensions victims move closer to transfers
- Thursday, 13 June 2024
- Articles
Victims of the Hartley Pensions collapse have moved a step closer to having their funds unlocked with the appointment of a firm to receive transfers from the Hartley SIPP business, which is currently in administration.
Read more ...Campaigners set up group to tackle Letters of Authority failings
- Thursday, 13 June 2024
- Articles
A new industry campaign group has been set up to tackle failings and shortcomings in the Letter of Authority process, which it says is costing the industry £442m a year.
Read more ...SJP recruits new CFO from UBS
- Thursday, 13 June 2024
- Articles
Wealth manager St James’s Place (SJP) has recruited Caroline Waddington from UBS to be its new chief financial officer (CFO).
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