The FCA is to introduce a new form for MIFID II-regulated firms requiring them to provide information on management changes.
Read more ...34 planners join 1825 as GT deal completed
- Monday, 02 December 2019
- Articles
Standard Life Aberdeen’s Financial Planning arm 1825 has completed its largest deal to date with the completion of the takeover of Grant Thornton’s substantial Financial Planning business.
Read more ...CFP professionals double globally in 15 years
- Monday, 02 December 2019
- Articles
The global Certified Financial Planner body - the Financial Planning Standards Board - is celebrating its 15th anniversary this week by highlighting that the number of CFP professionals worldwide has doubled since its launch in 2004 from 90,000 to more than 181,000.
Read more ...Warning as savers riskily stash millions at home
- Monday, 02 December 2019
- Articles
It has been revealed that nearly 20% of parents and grandparents hide their savings at home or in secret places, new research has found.
Read more ...PFS: DB transfer mis-selling scandal under way - panel
- Friday, 29 November 2019
- Articles
DB pension transfers are heading for a mis-selling scandal which will attract strong attention from 'ambulance chaser' claims firms, a panel of leading Financial Planners and experts predicted at the PFS 'Futureproof' Annual Financial Planning Conference this week.
Read more ...TPR publishes new investment governance rules guidance
- Friday, 29 November 2019
- Articles
The Pensions Regulator has published new guidance on investment governance rules.
Read more ...Chartered Financial Planners honoured at PFS Awards
- Friday, 29 November 2019
- Articles
Financial Planners and others from the financial sector were honoured at the PFS Awards last night.
Read more ...Two thirds confused over retirement income - SJP
- Friday, 29 November 2019
- Articles
Pension freedom has meant individuals have greater choice than ever before about their retirement savings in later life but many struggle to manage retirement income or know where to start, research from St James’s Place’s has revealed.
Read more ...Quilter Investors appoints new managing director
- Friday, 29 November 2019
- Articles
Quilter Investors has promoted Dean Bowden to managing director of the multi-asset business.
Read more ...XPS Pensions Group acquires advisory firm
- Thursday, 28 November 2019
- Articles
XPS Pensions Group has acquired the entire issued share capital of Trigon Professional Services Limited (Trigon) from Trigon Pensions Holdings.
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