IntegraFin Holdings, the parent company of adviser platform Transact, has reported a 1.9% drop in funds under direction in its second quarter as global markets took a tumble.

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Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme.

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Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

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All clients considering taking out an equity release plan are now required to have at least one face-to-face meeting in person with a solicitor before going ahead.

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Adviser network Tenet has appointed two regional business managers to introduce new firms and advisers to the network.

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The number of higher rate taxpayers in the UK is set to increase 65% over the next four years from 4.1m to 6.8m, according to the latest figures from the Office for Budget Responsibility (OBR).

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The Financial Services Compensation Scheme reported today that it has now paid compensation to London Capital & Finance bondholder victims of over £114m.

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Just over one in four workplace pension savers (26%) fear their pension pot will fail to provide enough to live on at retirement, according to a new report from the Pensions and Lifetime Savings Association (PLSA).

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Investment research and ratings firm RSMR has recruited Olga Baron for its investment team from the disbanded Wellian research team.

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Just five major platforms dominate the adviser platform sector, according to research from consultancy lang cat.

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