Pension savers hoping to see their retirement pots in one place online under Pension Dashboards may have to wait until at least 2025 under the timetable for schemes to connect to Dashboards.
Read more ...Women less likely to have a financial plan
- Tuesday, 01 June 2021
- Articles

A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.
Read more ...Pair sentenced to 19 years for £2m investment fraud
- Tuesday, 01 June 2021
- Articles

Two men have been sentenced to a total of 19 years in jail for large-scale investment fraud, after an eight year investigation.
Read more ...LIBF adds new investment planning module to diploma
- Friday, 28 May 2021
- Articles

The London Institute of Banking & Finance (LIBF) has added the Practical Investment Planning (PIP) module from Practical Financial Exams as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA).
Read more ...Punter Southall Aspire expands Financial Planning teams
- Friday, 28 May 2021
- Articles

Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.
Read more ...Exclusive: FCA issues 140 website warnings in 1 month
- Friday, 28 May 2021
- Articles

The FCA has launched a major crackdown on scam bond and investment comparison websites in signs of a tougher approach from the regulator.
Read more ...AJ Bell to launch app-based platform for advised clients
- Thursday, 27 May 2021
- Articles

Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.
Read more ...M&G Wealth partners with fintech for hybrid advice launch
- Thursday, 27 May 2021
- Articles

M&G Wealth, the new wealth management arm of M&G, has signed a deal with Australian fintech Ignition Advice to help it launch a low-cost, hybrid digital advice service this year.
Read more ...Fairstone adds 1,000 clients with latest acquisition
- Thursday, 27 May 2021
- Articles

Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.
Read more ...Welsh IFA barred by FCA for compensation failures
- Wednesday, 26 May 2021
- Articles

Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it.
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