The Personal Finance Society is to focus on the challenges posed by intergenerational wealth transfer as it plans a return to a full programme of face-to-face events in 2022.
Read more ...Pensions consolidation on the rise
- Monday, 17 January 2022
- Articles
A third of Financial Planners have reported an increase in demand for pension consolidation advice over the past year, according to a new report.
Read more ...Horta-Osario leaves Credit Suisse after breaking Covid rules
- Monday, 17 January 2022
- Articles
Former Lloyds Banking Group boss and the chairman of Credit Suisse, Antonio Horta-Osorio, has resigned with immediate effect after breaking Coronavirus quarantine rules.
Read more ...Former City Minister Lord Myners dies at 73
- Monday, 17 January 2022
- Articles
Tavistock scraps bid to buy West Country Planner
- Monday, 17 January 2022
- Articles
Expanding Financial Planning group Tavistock has scrapped a plan to buy Morgan Financial Group Holdings, a Financial Planning and IFA firm with offices in Bath and Cheltenham.
Read more ...Man, 61, guilty of role in £13.7m pension transfer fraud
- Friday, 14 January 2022
- Articles
A 61-year-old man involved in a £13.7m pension transfer fraud changed his plea to guilty today at Southwark Crown Court.
Read more ...Guinness AM launches new brand and name
- Friday, 14 January 2022
- Articles
JO Hambro reopens UK fund closed for 8 years
- Friday, 14 January 2022
- Articles
Fund manager JO Hambro Capital Management has re-opened two funds, including one closed to new investors in 2013.
Read more ...Net flows improve for Brooks Macdonald
- Friday, 14 January 2022
- Articles
Net flows continued to improve for wealth manager Brooks Macdonald in the second quarter which ended on 31 December.
Read more ...AIC wants FCA to introduce 'high bar' for ESG funds
- Friday, 14 January 2022
- Articles
The Association of Investment Companies has called on the FCA to set demanding standards for funds that call themselves sustainable or make ESG claims.
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