The Chartered Institute for Securities & Investment (CISI) professional body has appointed James Morris as its new CISI Ireland country head.
Read more ...Evelyn adds to 300-strong Financial Planning team
- Tuesday, 17 December 2024
- Articles
Wealth manager and Financial Planner Evelyn Partners has added a new colleague in London to boost its near 300-strong national Financial Planning team.
Read more ...FCA launches consultation on new private stock market
- Tuesday, 17 December 2024
- Articles
The Financial Conduct Authority has today published its proposals for a new investment-generating stock market platform to be called PISCES.
Read more ...Surrey-based IFA declared in default
- Tuesday, 17 December 2024
- Articles
A Surrey-based financial adviser firm which was dissolved in 2015 has this week been declared in default by the FSCS.
Read more ...2 advisers appeal bans over £126m of ‘flawed’ pension transfers
- Monday, 16 December 2024
- Articles
The FCA has provisionally banned and fined two financial advisers over failings involving £126m of allegedly "flawed advice" pension transfers.
Read more ...FCA cancels permissions of Yorkshire IFA
- Monday, 16 December 2024
- Articles
The FCA has cancelled the Part 4A permission to carry out regulated business of West Yorkshire-based IFA McLean’s (FRN: 146450).
Read more ...IHT impact on pensions dominates client concerns
- Monday, 16 December 2024
- Articles
The majority (95%) of financial advisers believe that the incoming inheritance tax liability on pensions is their clients’ greatest current financial concern, according to a new report.
Read more ...The Private Office scraps Savings Champion brand
- Monday, 16 December 2024
- Articles
Chartered Financial Planning firm The Private Office has merged its Savings Champion arm into its main website and is to retire the Savings Champion brand later this week.
Read more ...Investment platform adds zero-fee SIPP
- Monday, 16 December 2024
- Articles
Investment platform InvestEngine has launched a zero-fee SIPP offering for new and existing customers.
Read more ...1 in 4 pre-retirees have consulted a financial adviser
- Monday, 16 December 2024
- Articles
More than one in four pension savers (28%) nearing retirement say they have seen a financial adviser or wealth manager in the past or do so currently, according to new research.
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