Financial Planning firm Tavistock, which is in the middle of a legal spat with former business partner Titan Wealth Services, said profits climbed fifteenfold to £2.23m in the year to end of March, up from £0.14m in the previous 12 months.
Acquisitive wealth manager and Financial Planner Kingswood said group assets under advice and management (AUA&M) climbed to £12.9bn by the end of June, up 8.2% year-on-year.
Chancellor Rachel Reeves is likely to take a close look at pension tax relief as she looks at ways to raise money for the Treasury in her first Budget next month, consultants LCP have warned.
Pension schemes have been fined more than £33,000 by The Pensions Regulator (TPR) after failing a detailed value for members (dVFM) assessment.
Investors would consider switching from a wealth manager that doesn’t modernise and embrace new technology, according to new research.
There's an urgent need for better at-retirement support, according to former pensions minister Steve Webb, who has called on the FCA to speed up its advice/guidance review.
Investment specialist Blackfinch Group has appointed industry veteran Mark Keogh to spearhead the growth of its managed portfolio service (MPS) and tailored portfolio service (TPS) offerings.
Titan Investment Solutions, the investment arm of Titan Wealth, has added two new funds to its fixed income range.
The latest FCA retirement income data for 2023/24 has revealed a 20% rise in the number of pension plans accessed for the first time between April 2023 and March 2024.
A protest rally being held by campaign group Transparency Task Force is to be held outside of the Financial Conduct Authority’s headquarters in Stratford from 12:30 today.