West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.
Read more ...SJP partner firm founder appointed PFS President
- Thursday, 26 September 2024
- Articles
The Personal Finance Society (PFS) has appointed Carla Brown as the professional body’s new president.
Read more ...Q&A with Paradigm Norton's next CEO Philippa Hann
- Wednesday, 25 September 2024
- Articles
Financial Planning Today editor Kevin O’Donnell recently caught up with Philippa Hann, recently announced as the next CEO of Bristol-based, employee-owned Financial Planning firm Paradigm Norton. She will take up the role in April. A full version of this interview will appear in the next issue of Financial Planning Today magazine in November.
Read more ...New Government boosts HNW confidence
- Wednesday, 25 September 2024
- Articles
High net worth individual confidence in the UK economy has risen since the arrival of the new Government, according to a new report.
Read more ...Schroders adds long-term retail fund for advisers
- Wednesday, 25 September 2024
- Articles
Fund manager Schroders has launched the UK’s first long-term asset fund (LTAF) designed to be used by financial advisers and wealth managers.
Read more ...FCA to change enforcement approach
- Wednesday, 25 September 2024
- Articles
The Financial Conduct Authority is changing its enforcement approach as it aims to act faster and with more transparency.
Read more ...Timms calls for rise in auto-enrolment minimums
- Wednesday, 25 September 2024
- Articles
DWP minister Sir Stephen Timms has urged the development of a roadmap towards an increase in the current 8% minimum contribution to auto-enrolment pensions.
Read more ...Phil Billingham: Why diversification is key to survival
- Wednesday, 25 September 2024
- Articles
Before starting this month's column, I wanted to list all the providers and consultancies who have contacted me in relation to the challenges I set out in my column last month for Financial Planning Today: 'The glaring missing link in much fintech'.
Read more ...Fundment launches cash ISA
- Tuesday, 24 September 2024
- Articles
Adviser investment platform Fundment has launched a cash ISA and cash lifetime ISA backed by a fully digital cash investment system.
Read more ...Demand for annuities at record high
- Tuesday, 24 September 2024
- Articles
There was a record high in demand for annuities from advisers in the first half of the year, according to figures published today by pensions technology provider iPipeline.
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