IntegraFin Holdings Ltd, the holding company of investment platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares for a stock market listing in 2018.
New Personal Finance Society President Sharon Sutton has launched a PFS Financial Planning Practitioner Panel comprising some of the UK’s leading Financial Planners.
The Work & Pensions Committee is launching an inquiry into “whether and how far” the Pension Freedoms and other pension reforms are achieving their objectives and whether policy changes are needed to protect consumers better.
A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.
Leeds-based Chartered Financial Planning firm Manse Capital has promoted Paul Everett, previously operations director, to managing director and made a number of new hires as part of its long-term expansion plans.
Acquisitive wealth management and Financial Planning group European Wealth has said that CEO John Morton, one of the founders of the company, has decided to step down from the board and the group after taking a leave of absence earlier this month.
Three people have been banned from acting as pension trustees over suspicions that millions of pounds were scammed from investors whose pensions were transferred to schemes of which they were trustees.
The Chartered Institute for Securities & Investment’s new Level 6 Certificate in Pension Transfers & Planning Advice has received approval from the FCA, says the professional body.
National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.
Brown Shipley, the wealth and investment management firm, has added two new appointments to its Edinburgh office, including an executive from a Financial Planning firm bought by the company in 2015.