Most financial advisers (91%) plan to adopt a hybrid advice model - combining in-person and digital engagement - over the next few years, according to a professional body’s poll.
Read more ...Coutts launches in Scotland with 3 offices
- Monday, 04 October 2021
- Articles
Leading Planners join PFS Power CPD panel
- Monday, 04 October 2021
- Articles
The Personal Finance Society, the body for Chartered Financial Planners, has added some leading Financial Planners to its 'PFS Power' CPD panel to help expand and strengthen the content.
Read more ...Pension transfer costs jump 10% in one year
- Monday, 04 October 2021
- Articles
Record DB pension transfer values have pushed up average costs for transferees by 10% in one year.
Read more ...Transfer advice on pensions under threat - warning
- Monday, 04 October 2021
- Articles
Pension transfer advice is under threat and may become scarce without action by regulators and pension schemes, according to new research.
Read more ...PFS campaigners fight on as CII CEO exits
- Friday, 01 October 2021
- Articles
Campaigners fighting to halt the deregistration of the PFS say they will fight on against the changes following the decision by Sian Fisher, CEO of parent body the Chartered Insurance Institute, to resign today.
Read more ...CII CEO to step down in shock resignation
- Friday, 01 October 2021
- Articles
Sian Fisher, the under fire CEO of the Chartered Insurance Institute, is to step down after more than six years in the role.
Read more ...Trio face FCA fines over £5.9m SIPP transfer scam
- Friday, 01 October 2021
- Articles
The Financial Conduct Authority has warned two IFAs and a stockbroker that they face fines and regulatory action over their alleged role in a £5.9m SIPP pension transfer scam.
Read more ...Mattioli Woods appoints Kiddie as new chairman
- Friday, 01 October 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has appointed David Kiddie as chairman after current chairman Joanne Lake announced she would step down this month.
Read more ...Planners concerned about surge in LTA penalties
- Friday, 01 October 2021
- Articles
Pension lifetime allowance (LTA) penalty charges surged by 21% in 2019-20 to £342m (2018-19: £283m), according to data released by HMRC.
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