Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.
Read more ...Pre-tax profit dips for WH Ireland amid tough market conditions
- Wednesday, 27 July 2022
- Articles

Planners have nothing to fear from Consumer Duty say providers
- Wednesday, 27 July 2022
- Articles

Financial Planners have nothing to fear from the Financial Conduct Authority’s (FCA) new Consumer Duty rules, according to providers.
Read more ...Investec Wealth promotes Barbara-Ann King to CEO
- Wednesday, 27 July 2022
- Articles

Wealth manager Investec Wealth & Investment is to promote chief commercial officer Barbara-Ann King to CEO in October as part of an executive reshuffle.
Read more ...FCA’s new Consumer Duty rules are revealed
- Wednesday, 27 July 2022
- Articles

At 7am this morning the Financial Conduct Authority published its long-awaited policy statement and final guidance for its new Consumer Duty requirements.
Read more ...FCA extends Consumer Duty implementation deadline
- Wednesday, 27 July 2022
- Articles

The Financial Conduct Authority has extended the deadline for implementation of its new Consumer Duty rules to 12 months.
Read more ...FCA’s new Consumer Duty - what's coming
- Tuesday, 26 July 2022
- Articles

The Financial Conduct Authority is set to issue its major policy statement and final guidance for the new Consumer Duty requirements early tomorrow morning (Weds 27 July) but what can Financial Planners expect to see?
Read more ...4 in 10 households on track for retirement
- Tuesday, 26 July 2022
- Articles

Four in ten (42.7%) households are on track to achieve a moderate retirement income, according to a new report.
Read more ...Options parent acquires Mercer SIPP business in £3.3m deal
- Tuesday, 26 July 2022
- Articles

STM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.
Read more ...Punter Southall Aspire adds 2 senior hires to Planning arm
- Tuesday, 26 July 2022
- Articles

Punter Southall Aspire has added Vince Molloy and Simon Ashby to its Chartered Financial Planning arm.
Read more ...Planners help educate 23,000 students about money
- Tuesday, 26 July 2022
- Articles

More than 23,000 11-18-year-olds in schools and colleges in the UK have received personal finance education in the 2021/22 academic year thanks to a Personal Finance Society initiative.
Read more ...