Most savers and retirees should be wary of abrupt changes to their investment strategy despite global stock markets this week continuing to see-saw and millions seeing the value of their DC retirement pots fall in value.
Read more ...Barclays' investment ad complaint rejected
- Wednesday, 09 April 2025
- Articles

A complaint that a sustainable investment advertisement by Barclays Investment Bank was misleading - because it omitted significant information about the bank’s contribution to carbon dioxide and greenhouse gas emissions - has been rejected by the advertising watchdog.
Read more ...FCA proposes 2.8% fee increase for advice firms
- Tuesday, 08 April 2025
- Articles

The FCA is proposing to increase advice firms’ regulatory fees by 2.8% from April next year.
Read more ...Aggregate DB surplus falls to £215bn, says PPF
- Tuesday, 08 April 2025
- Articles

The aggregate surplus of DB pension schemes fell to £215.5bn at the end of March, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...FCA ramps up support for innovative firms
- Tuesday, 08 April 2025
- Articles

The FCA says it will make it easier for firms to test innovative products by providing them with an authorisation case officer from the start of the process.
Read more ...Perspective boosts AUA by £900m with 9 acquisitions
- Tuesday, 08 April 2025
- Articles

Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.
Read more ...Companies House to require directors to verify identities
- Tuesday, 08 April 2025
- Articles

Directors can from today voluntarily verify their identity on Companies House ahead of it becoming a legal requirement later this year.
Read more ...MKC Wealth acquires £120m AUA Yodelar
- Tuesday, 08 April 2025
- Articles

Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.
Read more ...FCA aims to boost £2trn alternative investment market
- Monday, 07 April 2025
- Articles

The FCA is proposing a major rule overhaul for managers of alternative investments to promote growth and get rid of old EU regulations.
Read more ...Guest Column: Salary exchange – a prime opportunity for advisers
- Monday, 07 April 2025
- Articles

Chartered Financial Planner Susan Hope, a business development director at Scottish Widows and a pensions advocate, writes about how, as National Insurance changes take effect, salary exchange (also called salary sacrifice), could be a new opportunity for Financial Planners.
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