Openwork, the advisory network with 3,500 advisers, has unveiled a programme which will support firms to ‘upskill’ mortgage advisers to become qualified wealth advisers, offering holistic Financial Planning.
Four out of five (83%) Britons are unhappy with the amount they save into their pension every month, according to research from pension communications company Pension Geeks.
Old Mutual Wealth, the business undergoing major changes ahead of a parent company split, has recruited a well known industry hand, Chartered Financial Planner John Porteous, for the newly-created role of retail customer solutions director.
Bristol-based online investment provider and Financial Planning firm Hargreaves Lansdown is joining the Association of British Insurers as its first platform provider member.
The government has introduce a second finance bill today which will reinstate many of the changes dropped before the general election including the controversial cut to the Money Purchase Annual Allowance.
Investment management and Financial Planning group Tilney has continued its recent recruitment drive with the addition of two new Financial Planners - Tyrone Samsonroy and Ben Gibson.
Financial Planner Ralph Zoing has joined forces with Lee Hurst, founder of new Financial Planning firm Harrogate Wealth Management, to support the firm’s rapid growth.
The FSCS has declared 17 failed firms in default meaning that consumers could get back money they have lost as a result of their dealings with any of the firms.
Caroline Stuart FPFS, a Chartered Financial Planner and head of technical at Financial Planning firm DB Wood in Newark, is the new host of this year’s Paraplanner Powwow taking place next week.
The annual Paraplanners’ Powwow - the ‘unconference’ for Paraplanners held in teepees - has sold out and a waitlist has been set up.