Life, pensions and investments provider Royal London has acquired a 30% stake in later life lending and product provider Responsible Group.
Read more ...True Potential sees profits soar 59% in 2020
- Tuesday, 16 March 2021
- Articles
Wealth manager and platform True Potential has reported group turnover up 28% to £184.9m and group profit up 59% to £74m in its 2020 results.
Read more ...PFS postpones Festival of Financial Planning until 2022
- Tuesday, 16 March 2021
- Articles
The Personal Finance Society has postponed its eagerly-awaited Festival of Financial Planning, due to take place in the autumn, until 2022 due to the pandemic.
Read more ...Cullen Wealth in MBO as it looks for acquisitions
- Tuesday, 16 March 2021
- Articles
Cheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.
Read more ...Advisers struggle to discuss vulnerability with clients
- Tuesday, 16 March 2021
- Articles
A poll of Chartered Insurance Institute and Personal Finance Society members has revealed that the biggest barrier financial professionals face when trying to help consumers was being able to openly discuss vulnerability with them.
Read more ...Westbridge on hiring spree after SSAS deal
- Tuesday, 16 March 2021
- Articles
Westridge SSAS has recruited three new executives a week after it bought James Hay’s SSAS book.
Read more ...FCA starts criminal proceedings against NatWest
- Tuesday, 16 March 2021
- Articles
The Financial Conduct Authority (FCA) has commenced criminal proceedings against NatWest in respect to offences under money laundering regulations.
Read more ...Acumen FP parent launches low cost online Financial Planner
- Tuesday, 16 March 2021
- Articles
Acumen Financial Planning’s parent, The Financial Planning Group, has launched a subscription-based, online financial advice service aimed at younger professionals “priced out” of independent financial advice with fees starting from £75.
Read more ...Financial Planning Conference back as in-person event
- Tuesday, 16 March 2021
- Articles
The CISI’s 2021 Financial Planning Conference, one of the UK’s biggest Financial Planning events in the calendar, is set to return as a live, in-person event this year and is one of the first in-person financial events announced so far in 2021.
Read more ...Morrissey steps down from SJP to chair AJ Bell
- Tuesday, 16 March 2021
- Articles
Baroness Helena Morrissey has stepped down as a non-executive director at wealth manager St James’s Place after 14 months to become chair at investment platform AJ Bell.
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