The Financial Conduct Authority has banned company director Leigh Mackey from working in financial services and fined him £1,102,879 for misleading the FCA and misusing funds due to insurers.
Read more ...Advanta snaps up £800m AUM south west Planner
- Monday, 11 November 2024
- Articles
Fast-growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired south west-based City Financial Planning for an undisclosed amount, adding a further £800m of AUM.
Read more ...Perspective appoints new chief operating officer
- Monday, 11 November 2024
- Articles
Financial Planning firm Perspective has appointed former Kingswood COO Harriet Griffin as chief operating officer, a new role for the group.
Read more ...Annuities lead to confidence and lower stress - report
- Monday, 11 November 2024
- Articles
The guaranteed income offered by annuities means annuity-holders are more likely to report lower levels of stress and the highest level of financial confidence compared to those without one, according to a new study.
Read more ...More than 1,200 set for PFS Annual Conference
- Monday, 11 November 2024
- Articles
More than 1,200 attendees have registered to attend this week's PFS Annual Conference taking place in Manchester just days after PFS interim CEO Don Macintyre quit after two years in role.
Read more ...Nearly 1800 attend PFS Conference - beating expectations
- Monday, 11 November 2024
- Articles
Nearly 1,800 people have attended this year's Personal Finance Society National Conference in Manchester today - far exceeding expectations, with hundreds more attending than predicted.
Read more ...AMPS appoints Debbie Seaton as chair
- Monday, 11 November 2024
- Articles
The Association of Member-Directed Pension Schemes (AMPS), a trade body for SIPP and SSAS providers, has appointed Debbie Seaton of Seabridge SSAS as its new chair, taking over from Andrew Phipps.
Read more ...Intelliflo adds estate planning integration
- Friday, 08 November 2024
- Articles
Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.
Read more ...FCA releases Pensions Dashboard rules but no timetable
- Friday, 08 November 2024
- Articles
The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.
Read more ...Claims manager stripped of regulatory permissions
- Friday, 08 November 2024
- Articles
The FCA has halted regulated business at Hull-based claims management firm (CMC) Prestige Legal Ltd (FRN 915619).
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