Bedford-based financial adviser firm Total Wealth Solutions is being voluntarily wound up after the firm had a complaint upheld against it by the Financial Ombudsman Service over pension transfer advice to move a client's money to a fund linked to a Brazilian rainforest scheme.
Financial Planning business Tilney has added another Chartered Financial Planner to its ranks as its hiring spree continues.
A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
A DFM aiming to challenge rival firms whose services are reserved “only for the very wealthy” is set to launch a £51.6 million initial public offering.
Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.
Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.
An FCA boss will be busting myths as part of a Paraplanning training day completely dedicated to report writing.
The Conservative election manifesto pledge to ditch the pensions triple lock appears to have been dropped after being left out of the Queen's Speech.
The FCA has revealed plans for changes on DB transfer advice this morning, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.
Pension experts, including the former Pensions Minister have backed the scrapping of ‘outdated’ guidance on DB transfers, saying that change was “long overdue” and the regulatory framework was “past its sell-by date”.