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Platform Fundment adds Lifetime ISA

Adviser investment platform Fundment has launched a Stocks & Shares Lifetime ISA (LISA), one of the few available on the market.


King’s Speech outlines new Pension Schemes Bill

The King has outlined a new Pension Schemes Bill today as part of the new Government’s plans in his speech at the State Opening of Parliament.


3 month delays in onboarding with wealth managers

Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.


Manchester to host PFS and CISI Planner conferences

Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.


Assets rise for Brooks despite continued outflows

Fund under management rose 7% year-on-year to £18bn for Financial Planner and wealth manager Brooks Macdonald for its financial year ended 30 June


CPI inflation rate holds steady at 2%

CPI inflation remained at 2% in June, the same as May, the ONS reported today. 


Wren Sterling buys £200m AUM Kent Financial Planner

Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.


PIMFA sets out 5-year ‘financial health’ plan

Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.


DB pension and SIPP firm goes into administration

London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.


69% of advisers unprepared for £5.5trn wealth transfer

More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.

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