Too many unanswered questions on the Lifetime Allowance axe are causing disruption for retirees, according to a new report from pension consultants LCP.
Read more ...Unresolved LTA questions are causing disruption warns LCP
- Wednesday, 08 May 2024
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PFS Annual Paraplanning Conference gets under way
- Wednesday, 08 May 2024
- Articles
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Read more ...Advanta snaps up London Financial Planner PRW
- Wednesday, 08 May 2024
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Fast growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired London Financial Planner firm Penney, Ruddy & Winter (PRW).
Read more ...FCA bans and fines City firm CEO
- Tuesday, 07 May 2024
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The FCA has today banned and fined James Lewis, the former CEO of City of London wealth manager and investment broker Shard Capital Partners.
Read more ...‘Barnstorming’ ISA season boosts platform market
- Tuesday, 07 May 2024
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Rising equity markets spurred a surprise jump in Direct to Consumer ISA inflows in Q1, according to market analyst Fundscape.
Read more ...Families with 2 retired generations to soar 30%
- Tuesday, 07 May 2024
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More than one million families are expected to contain more than one retired generation by 2034 – a 32% increase on the 813,000 multi-retiree families seen currently, according to a new study.
Read more ...Titan Wealth buys London HNW adviser Wigmore
- Tuesday, 07 May 2024
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Expanding wealth manager and Financial Planer Titan Wealth has completed the acquisition of HNW-client focused London-based investment adviser Wigmore Associates Wealth Management for an undisclosed sum.
Read more ...FCA to improve Gabriel returns system after complaint upheld
- Tuesday, 07 May 2024
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The FCA is to improve its handling of regulatory returns after the Complaints Commissioner upheld a complaint against the watchdog.
Read more ...Ex-IFA convicted for role in £100m investment fraud
- Friday, 03 May 2024
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The Serious Fraud Office has today secured the conviction today of ex-IFA and investment manager David Kennedy for his role in a £100m investment fraud in which hundreds lost part of their life savings.
Read more ...Punter Southall launches 'guidance-based' pension app
- Friday, 03 May 2024
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Pensions firm Punter Southall has launched Pension Potential, an app-based digital retirement planning tool for businesses and employees, as well as pension schemes and their members.
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