West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.

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The Personal Finance Society (PFS) has appointed Carla Brown as the professional body’s new president.

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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. 

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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.

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Fund manager Schroders has launched the UK’s first long-term asset fund (LTAF) designed to be used by financial advisers and wealth managers.

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Wednesday, 25 September 2024
Articles

The Financial Conduct Authority is changing its enforcement approach as it aims to act faster and with more transparency.

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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.

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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'.

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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.

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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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