A large-scale consumer study has provided a more upbeat assessment of how the pension freedoms are working with half (49%) of retirees now finding the new phase of life “exciting.”
Read more ...Financial Planning assistant picks up prestige award
- Friday, 20 October 2017
- Articles
A Financial Planning assistant aiming to become a Chartered Financial Planner has been awarded at a financial services ceremony for having the highest exam result.
Read more ...IFA Foster Denovo acquires employee benefits firm
- Friday, 20 October 2017
- Articles
National IFA firm Foster Denovo has acquired employee benefits consultancy TEBC and plans to merge it with its own employee benefits operation.
Read more ...Growing Midlands Financial Planner buys Northampton firm
- Friday, 20 October 2017
- Articles
Three-office Midlands Financial Planning firm Newell Palmer has made its largest acquisition to date with the purchase of £100m FUM Northampton-based Lane Wealth Management LLP.
Read more ...Female Financial Planning firm plans national expansion in 2018
- Friday, 20 October 2017
- Articles
The nationwide, female-focused Financial Planning firm Independent Women, part of the Succession wealth management group, is planning to expand significantly in 2018 as it celebrates 20 years in business.
Read more ...1825 buys Bristol Financial Planner to expand in South West
- Thursday, 19 October 2017
- Articles
Standard Life’s Financial Planning business 1825 has agreed to acquire Bristol-based Financial Planning firm Fraser Heath Financial Management and will utilise the firm as 1825’s South West regional office.
Read more ...Police take action as binary options fraud grows to £59m
- Thursday, 19 October 2017
- Articles
City of London Police have joined forces with the FCA, Trading Standards officers and HMRC to carry out a ‘day of action’ to highlight the growing problem of ‘binary options’ investment scams which have seen investors lose over £59m in five years.
Read more ...Pensions minister confirms go ahead for Pensions Dashboard
- Thursday, 19 October 2017
- Articles
The ABI has welcomed confirmation today from Pensions Minister Guy Opperman that the Pensions Dashboard will go ahead.
Read more ...MPs to probe barriers faced by women in finance
- Thursday, 19 October 2017
- Articles
The influential Treasury Committee has today launched a new inquiry into Women in Finance which will focus on the Treasury’s Women in Finance Charter and the progress being made against its targets.
Read more ...Synaptic unveils new retirement modelling tool for advisers
- Wednesday, 18 October 2017
- Articles
Synaptic Software, the research software provider for financial advisers, has launched Synaptic Analyser, a retirement income analysis and drawdown product comparison tool.
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