South East accountants and Financial Planning firm Carpenter Box is to merge with East Sussex-based accountancy firm Clarke Brownscombe.
Read more ...PIMFA seeks entries for diversity awards
- Thursday, 10 April 2025
- Articles
Wealth management trade association PIMFA has invited entries for its fifth Diversity & Inclusion Awards.
Read more ...Most Planners suggest involving families in wealth plans
- Wednesday, 09 April 2025
- Articles
Financial Planners are increasingly emphasising the importance of involving the entire family in wealth transfer plans, according to new research.
Read more ...Pensions Regulator invests in AI to battle fraudsters
- Wednesday, 09 April 2025
- Articles
The Pensions Regulator (TPR) and the Pension Scams Action Group (PSAG) have developed an artificial intelligence tool to attempt to uncover fraudulent websites.
Read more ...FSCS declares pension advice firm in default
- Wednesday, 09 April 2025
- Articles
Glasgow-based pension adviser firm Executive Benefit Consultancy Ltd (FRN: 207482) has been declared in default by the Financial Services Compensation scheme.
Read more ...Scottish adviser declared in default over investment advice
- Wednesday, 09 April 2025
- Articles
East Lothian-based adviser firm Money Advice Partnership Ltd (FRN: 715880) has been declared in default by the Financial Services Compensation Scheme.
Read more ...Investors advised to remain 'calm' as markets slide
- Wednesday, 09 April 2025
- Articles
Most savers and retirees should be wary of abrupt changes to their investment strategy despite global stock markets this week continuing to see-saw and millions seeing the value of their DC retirement pots fall in value.
Read more ...Barclays' investment ad complaint rejected
- Wednesday, 09 April 2025
- Articles
A complaint that a sustainable investment advertisement by Barclays Investment Bank was misleading - because it omitted significant information about the bank’s contribution to carbon dioxide and greenhouse gas emissions - has been rejected by the advertising watchdog.
Read more ...FCA proposes 2.8% fee increase for advice firms
- Tuesday, 08 April 2025
- Articles
The FCA is proposing to increase advice firms’ regulatory fees by 2.8% from April next year.
Read more ...Aggregate DB surplus falls to £215bn, says PPF
- Tuesday, 08 April 2025
- Articles
The aggregate surplus of DB pension schemes fell to £215.5bn at the end of March, according to the latest Pension Protection Fund (PPF) 7800 Index.
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