The Financial Conduct Authority has raised concerns over how firms have handled business interruption insurance claims.
Read more ...Many firms backing Financial Planning Week
- Tuesday, 04 October 2022
- Articles

Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning.
Read more ...Firms face new FCA financial resilience return
- Tuesday, 04 October 2022
- Articles

The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.
Read more ...Quilter hires head of wellbeing from Disney
- Tuesday, 04 October 2022
- Articles

Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing.
Read more ...SJP expands Metaverse channel
- Tuesday, 04 October 2022
- Articles

Wealth manager St James’s Place is launching a new Metaverse-focused podcast channel to highlight its increasing use of immersive technology.
Read more ...European PE firm buys Ascot Lloyd from US owner
- Monday, 03 October 2022
- Articles

European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.
Read more ...Curtis Banks waives £800 commercial property fee
- Monday, 03 October 2022
- Articles

SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.
Read more ...Kreston Reeves FP becomes Craven Street Wealth
- Monday, 03 October 2022
- Articles

Chartered Financial Planner Kreston Reeves Financial Planning Ltd has been rebranded as Craven Street Wealth following its takeover by corporate finance firm Craven Street Capital.
Read more ...Lumin Wealth adds 4 new trainee planners
- Monday, 03 October 2022
- Articles

Four new trainee planners have joined Lumin Wealth’s Academy programme today.
Read more ...Chancellor U-turns on 45p tax rate abolition
- Monday, 03 October 2022
- Articles

Chancellor Kwasi Kwarteng has today abandoned his plan to abolish the 45% top rate of income tax on earnings over £150,000.
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