Aegon UK has revealed that chief executive Adrian Grace is to step down after 10 years at the helm.
Read more ...Investec makes new senior investment hire
- Tuesday, 10 September 2019
- Articles
Investec Wealth & Investment (IW&I) has appointed Hannah Dampney to the role of senior investment manager at its Bournemouth office.
Read more ...Survey reveals breadth of Financial Planners’ business
- Tuesday, 10 September 2019
- Articles
The responses from readers taking part in the latest Financial Planning Today survey demonstrated the wide variety of business areas that Financial Planners advise on and transact.
Read more ...TPR prosecutes trustee firm director
- Monday, 09 September 2019
- Articles
A company director is to be prosecuted by The Pensions Regulator (TPR) for failing to provide information and documents requested as part of an ongoing investigation.
Read more ...Financial Planner slams DWP ‘revolving door’ as Rudd quits
- Monday, 09 September 2019
- Articles
The resignation of Amber Rudd as Work and Pensions Secretary on Saturday night triggered the appointment of the sixth DWP boss since 2016 prompting Financial Planner Quilter to hit out at the “revolving door”.
Read more ...PFS makes ISA risk plea to advisers and FCA
- Monday, 09 September 2019
- Articles
The Personal Finance Society (PFS) has urged product providers, financial advisers and the FCA to ensure Innovative Finance ISAs are designed and promoted in a way that “will not exploit known behavioural biases”.
Read more ...Firm welcomes record number of new trainees
- Monday, 09 September 2019
- Articles
Sussex-based MHA Carpenter Box has recruited its largest ever intake of new trainees.
Read more ...SJP offers exclusive CII Financial Planning qualification
- Monday, 09 September 2019
- Articles
The CII has launched a new Inclusive Financial Planning Qualification, exclusive to St James’s Place partners and advisers.
Read more ...Coffey replaces Rudd as Work and Pensions Secretary
- Sunday, 08 September 2019
- Articles
Work and Pensions Secretary Amber Rudd MP has quit her Cabinet role and her Conservative Party membership in protest at the expulsion of 21 MPs from the party.
Read more ...Tenet acquires Financial Planner with £58m assets
- Friday, 06 September 2019
- Articles
Tenet has completed its first practice buyout in Scotland, with the acquisition of Forth Financial Services Limited, based in Haddington, near Edinburgh.
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