The number of pension savers who have changed how their workplace pension is invested has almost doubled in 18 months, with more investing responsibly, according to new research published today.
Read more ...Lumin Wealth buys Dorset adviser
- Monday, 26 June 2023
- Articles
St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.
Read more ...HL launches Global Corporate Bond Fund
- Friday, 23 June 2023
- Articles
Hargreaves Lansdown has launched a new fund - the HL Global Corporate Bond Fund - as part of its strategy to provide a wider range of portfolio ‘building blocks’ to clients.
Read more ...XPS Pensions Group pre-tax profit up 13%
- Friday, 23 June 2023
- Articles
Pension consultancy and SIPP business XPS Pensions Group has reported pre-tax profits up 13% for the past year.
Read more ...PFS adds new Consumer Duty hub for members
- Friday, 23 June 2023
- Articles
The PFS has launched a new Consumer Duty ‘resource’ hub to help Financial Planning members meet the new regulatory requirements arriving next month.
Read more ...FCA and SFO to launch joint investigations
- Friday, 23 June 2023
- Articles
The Financial Conduct Authority and the Serious Fraud Office have signed a joint deal to co-operate more extensively on investigations including launching joint probes.
Read more ...M&G Wealth MD Montgomery to leave
- Thursday, 22 June 2023
- Articles
M&G Wealth’s managing director David Montgomery is to leave the business in August, the company has confirmed.
Read more ...Glasgow Financial Planner PPM to join Evelyn Partners
- Thursday, 22 June 2023
- Articles
Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn.
Read more ...2 PFS directors quit over CII ‘takeover’
- Wednesday, 21 June 2023
- Articles
Two independent directors of the Personal Finance Society have quit the board and will fight to try and block the potential transfer of £19m in PFS reserves to the CII.
Read more ...IHT bills for taxpayers continue to climb
- Wednesday, 21 June 2023
- Articles
Inheritance tax receipts hit £1.2bn in April and May, a £100m rise year-on-year, according to figures released by HMRC this morning.
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