IFA consolidator Absolute Financial Group has made four acquisitions in the South East of England to add £134m in assets under advice.
The FCA has obtained a confiscation order against convicted fraudster John Burford, the former NASA physicist who defrauded more than 100 investors out of £1m between 2016 and 2021.
Financial Planner and wealth manager Tavistock Investments has acquired AI fintech and back office support firm Plus Group for up to £16m, to boost its AI capabilities ahead of rebranding as Vertex.
New chancellor John Healey has been urged to commit to pension tax stability to avoid another multi-billion-pound increase in early withdrawals from retirement funds.
Three-quarters, 74%, of savers are unaware that their pension pots will become subject to inheritance tax in 2027, according to a new snap survey from workplace pension provider Penfold.
The FCA has today told financial services firms to focus on the outcomes of monitoring customers under the Consumer Duty, rather than just their activity.
More than £6.3bn has been held in Premium Bond accounts with no deposits, withdrawals or updated contact details for ten years, according to new data obtained through an FOI request.
Jersey-based wealth manager Team plc has appointed Lumin Wealth founder John Cusins to the board as an independent non-executive director, with immediate effect.
More than a third (36%) of people in their 60s who have yet to retire say they will need to work longer as a direct result of the planned State Pension age rise.
Wealth manager Canaccord Wealth has hired four experienced wealth planners, including three Chartered Financial Planners, to bolster its wealth management teams around the country.
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