The Financial Conduct Authority is to order "significantly" higher standards at some 'host' Authorised Fund Managers (AFMs) where it has identified weaknesses.
Read more ...FCA orders higher standards at some 'host' fund managers
- Wednesday, 30 June 2021
- Articles

Trust fund fraudster sentenced to 2 years
- Tuesday, 29 June 2021
- Articles

A Leicester woman has been sentenced to two years in prison after stealing a pensioner’s life savings after falsely promising to repay it when she inherited a £3.5m trust fund that did not exist.
Read more ...Planners expect equity release growth – report
- Tuesday, 29 June 2021
- Articles

Over three-quarters (78%) of Financial Planners expect more of their clients will look to equity release to support their retirement income needs over the next year, according to a new report.
Read more ...4 in 10 retire with no Financial Planning
- Tuesday, 29 June 2021
- Articles

Around four in ten people retire with no Financial Planning according to a new report.
Read more ...Promotion of Pension Wise risks undermining Planners
- Tuesday, 29 June 2021
- Articles

The Financial Conduct Authority’s (FCA) pension guidance consultation is too skewed to promotion Pension Wise and risks detracting from Financial Planners who may better serve customers, according to pension and investment providers.
Read more ...Yorkshire Financial Planning firm rebrands
- Tuesday, 29 June 2021
- Articles

Yorkshire-based Financial Planning firm James Financial has rebranded as Lairgate Financial, named after the historic Georgian building the firm has recently agreed to purchase.
Read more ...LCF investors hire lawyers for FCA complaint
- Tuesday, 29 June 2021
- Articles

London Capital & Finance (LCF) investors have hired a legal firm to bring a formal complaint against the Financial Conduct Authority.
Read more ...Chartered Body Alliance launches first joint exam
- Monday, 28 June 2021
- Articles

The Chartered Body Alliance, the partnership of three professionals bodies with a combined membership of 200,000, has launched its first joint qualification, a Certificate in Climate Risk.
Read more ...FCA fines claims management company £110,000
- Monday, 28 June 2021
- Articles

The FCA has fined claims management company Crosfill & Archer Claims Limited £110,000 for making cold calls.
Read more ...68% of contingent charge DB transfers went ahead
- Monday, 28 June 2021
- Articles

Nearly 70% of DB transfers went ahead when contingent charging was used compared to less than 28% when non-contingent charging was applied, according to a Freedom of Information request.
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