The Personal Finance Society, the Chartered Financial Planner professional body, has backed the FCA’s decision to defer its rule obliging advisers to send ’10% drop letters’ to clients when their investments fall by 10% or more.
Andy Bell, chief executive of platform and SIPP provider AJ Bell, has welcomed news that rules on 10% ‘investment drop’ letters will be relaxed until at least 1 October.
Key regulators and the government-backed advice body The Money and Pensions Service (MAPS)have today urged savers to keep calm and avoid panicky pension changes.
Expanding Financial Planner and IFA Ascot Lloyd has acquired Ring Associates, an East Anglian Financial Planning firm with 45 staff.
The Financial Services Compensation Scheme has pledged that it will continue to review the cases of thousands of victims of the London Capital and Finance (LCF) £236m mini-bond collapse.
Ex-Pensions Minister and pensions campaigner Baroness Ros Altmann has praised the Government and the Pensions Regulator for emergency measures to protect auto-enrolment and workplace pensions.
A global wealth manager says the Coronavirus outbreak has fuelled a 76% rise in clients seeking will writing services.
Chartered Financial Planning firm Unividual has joined forces with personal finance charity MyBnk to educate children and young people on how to manage their finances.
Wealth management trade body PIMFA has made a number of organisational changes to its policy team.
The Competition and Markets Authority has blocked FNZ’s purchase of ‘platform engine’ rival GBST from going ahead and ordered FNZ to address its concerns.