West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.
Read more ...Lancashire Financial Planner and IFA expands with acquisition
- Friday, 09 November 2018
- Articles
Transfer values rise during October, figures show
- Thursday, 08 November 2018
- Articles
Pension transfer values, as measured by the XPS Pensions Group Transfer Value Index, fluctuated during October 2018, with an overall rise during the month.
Read more ...AJ Bell boosts profits to more than £28m ahead of IPO
- Thursday, 08 November 2018
- Articles
Platform and SIPP firm AJ Bell has boosted its profits to more than £28m as its forthcoming IPO approaches.
Read more ...Financial Planner backs Govt consultation on trusts
- Thursday, 08 November 2018
- Articles
Financial Planning firm Quilter has cautiously welcomed a Government consultation on the way trusts are taxed.
Read more ...Young people wanting money lessons in school rises to 83%
- Wednesday, 07 November 2018
- Articles
Financial education is failing to help young people despite the vast majority wanting regular money lessons at school, according to new research.
Read more ...SIPP provider cuts cost of in-specie property transfers
- Wednesday, 07 November 2018
- Articles
Chartered Financial Planner acquires legal firm
- Wednesday, 07 November 2018
- Articles
A Cambridgeshire-based Chartered Financial Planner has unveiled a new legal arm after it acquired a local firm.
Read more ...FOS concerned about 300+ DB transfer complaints
- Wednesday, 07 November 2018
- Articles
The Financial Ombudsman Service has published guidance on what it expects from financial advisers who are advising on defined benefit (DB) transfers as the number of complaints mounts.
Read more ...FCA’s £80m fines for Keydata executives upheld
- Tuesday, 06 November 2018
- Articles
A tribunal has today upheld fines for two former investment firm executives totalling nearly £80m.
Read more ...Investment management and platform firm launches new SIPP
- Tuesday, 06 November 2018
- Articles
Direct lending investment manager and platform Goji has revealed it will be offering a new low-cost SIPP.
Read more ...