The FCA has given the green light to two ‘sandbox’ trials to support innovative firms devising new ways to tackle the challenges caused by the Coronavirus pandemic.
Read more ...Coutts cuts platform fees in growth bid
- Monday, 05 October 2020
- Articles
NatWest-owned Coutts has cut its investment platform tariffs with fees now starting from 0.15%, down from a minimum of 0.35%.
Read more ...PFS throws its weight behind Financial Planning Week
- Friday, 02 October 2020
- Articles
The 40,000-member Personal Finance Society is to throw its weight behind rival CISI’s Financial Planning Week campaign for the first time.
Read more ...CISI picks Rocha Lima to chair Financial Planning Forum
- Friday, 02 October 2020
- Articles
The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.
Read more ...Altmann urges Govt to allow early State Pension access
- Friday, 02 October 2020
- Articles
Ex-Pensions Minister and pensions campaigner Baroness Ros Altmann has called on the Government to consider allowing early access to the State Pension for those who need it, saying it is an issue of "social justice."
Read more ...7IM acquires London-based Financial Planner
- Thursday, 01 October 2020
- Articles
Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.
Read more ...FCA extends 10% drop rule
- Thursday, 01 October 2020
- Articles
The Financial Conduct Authority (FCA) has extended its flexibility around firms’ requirement to send 10% drop notifications to retail investors for another six months.
Read more ...Pandemic spurs affluent clients to retire early
- Thursday, 01 October 2020
- Articles
The Coronavirus pandemic has led to more than one in ten (12%) of mass affluent clients to consider taking, or taken, early retirement in the past three months, according to new research.
Read more ...DB transfers contingent charging ban comes into force
- Thursday, 01 October 2020
- Articles
The Financial Conduct Authority ban on contingent charging on DB pension transfer advice comes into force today.
Read more ...Mothers want their children involved in Financial Planning
- Thursday, 01 October 2020
- Articles
Almost three-quarters (71%) of mothers seeking financial advice would like their Financial Planners to develop a relationship with their children.
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