The Bank of England kept its base rate at 5.25% today for the fifth time in a widely expected decision.
Read more ...4 in 5 savers unaware of upcoming ISA rule changes
- Thursday, 21 March 2024
- Articles
Almost 4 in 5 (78%) of savers are in the dark about a rule change that will allow them to open multiple ISAs of the same type within the same tax year from April, according to a new report.
Read more ...Perspective adds M&A head as it eyes more acquisitions
- Thursday, 21 March 2024
- Articles
Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.
Read more ...M&G platform and advice business hit by losses
- Thursday, 21 March 2024
- Articles
M&G’s platform and advice businesses saw an increase in annual pre-tax losses to £32m in 2023 (2022: £24m).
Read more ...Platforms assets show early signs of recovery
- Thursday, 21 March 2024
- Articles
After a turbulent two years platforms are beginning to show signs of recovery with assets up, according to a new study by platform consultancy the lang cat.
Read more ...Experts says FCA review highlights key role of Planners
- Wednesday, 20 March 2024
- Articles
The FCA’s thematic review - which investigated how firms were providing retirement income advice - has demonstrated the value of a good Financial Planner, according to financial professionals.
Read more ...7IM acquires £430m AUM Midlands Planner firm
- Wednesday, 20 March 2024
- Articles
Platform and investment manager 7IM has acquired Financial Planning firm Eastcote Wealth Management for an undisclosed sum.
Read more ...Income protection sales rise 16% year-on-year
- Wednesday, 20 March 2024
- Articles
Sales of new individual income protection policies rose 16% year-on-year to hit 247,000 in 2023, according to new figures from insurance and investment provider trade body the ABI.
Read more ...SimplyBiz offers Defaqto Engage free to member firms
- Wednesday, 20 March 2024
- Articles
Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
Read more ...Titan Private Wealth hires new joint CEO from Investec
- Wednesday, 20 March 2024
- Articles
Investment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.
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