The Financial Services Compensation Scheme has declared in default a company with three trading names, including two Financial Planning arms, after at least one BSPS claim.

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The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’

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A new online inheritance tax planning hub for Financial Planners has been launched by investment provider Time Investments.

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Outflows from retail funds accelerated to £2.5bn in February, according to data published today by the Investment Association trade body.

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The Chartered Insurance Institute has launched a career development platform for Financial Planners and insurance professionals.

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Almost two thirds (60%) of financial advisers are seeing more clients looking to update their wills and trusts than before the Coronavirus pandemic, according to a new report.

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London-based wealth manager and Financial Planner EQ Investors is opening a new office in central Brighton, at Citibase in the Round Hill area of the city.

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The Financial Conduct Authority will publish performance metrics for itself and the sector for the first time as it raises its annual funding requirement by 4.3%, according to the regulator’s business plan for the next three years.

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The Pensions Regulator issued 20,555 compliance notices between July and December 2021, well down on the 35,087 issues for the previous six months.

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Investment research provider Morningstar has revealed the winners of its 2022 UK Morningstar Awards for Investing Excellence. 

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