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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.

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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.

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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.

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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.

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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

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CPI inflation rate holds steady at 2%

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

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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.

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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.

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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.

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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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