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.
Read more ...Taskforce warns on vulnerability and sudden wealth
- Friday, 08 April 2022
- Articles
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.’
Read more ...Time launches Planner IHT hub
- Friday, 08 April 2022
- Articles
A new online inheritance tax planning hub for Financial Planners has been launched by investment provider Time Investments.
Read more ...Retail fund outflows accelerate to £2.5bn
- Thursday, 07 April 2022
- Articles
Outflows from retail funds accelerated to £2.5bn in February, according to data published today by the Investment Association trade body.
Read more ...CII launches Planner career booster service
- Thursday, 07 April 2022
- Articles
The Chartered Insurance Institute has launched a career development platform for Financial Planners and insurance professionals.
Read more ...6 in 10 advisers report clients updating trusts
- Thursday, 07 April 2022
- Articles
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.
Read more ...Chartered Planner to head new EQ South Coast office
- Thursday, 07 April 2022
- Articles
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.
Read more ...FCA to publish metrics as it raises adviser fees 5.2%
- Thursday, 07 April 2022
- Articles
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.
Read more ...TPR cuts back on usage of compliance notices
- Wednesday, 06 April 2022
- Articles
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.
Read more ...Morningstar reveals 2022 ‘Investing Excellence’ winners
- Wednesday, 06 April 2022
- Articles
Investment research provider Morningstar has revealed the winners of its 2022 UK Morningstar Awards for Investing Excellence.
Read more ...