Articles
FCA consults industry as Pension Dashboards edge forward
Written by Kat MitchellThe FCA has opened a consultation into new guidance to be added to its Perimeter Guidance Manual (PERG) as the much-delayed Pension Dashboards Programme continues to inch forwards.
National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.
9 in 10 clients turn to infrastructure investments
Written by Kat MitchellMore than 9 in 10 (92%) of financial advice clients with over £200,000 in investible assets have an allocation to infrastructure investments, according to new research.
Number of DB transfers falls to lowest level in 6 years
Written by Kat MitchellPension transfer activity fell to its lowest level in over six years in February, according to the latest data from pensions consultancy XPS.
Fraser Donaldson: A thorny question of cash interest
Written by Kat MitchellInvestment expert Fraser Donaldson reviews the FCA's latest 'Dear CEO' letter on cash interest. Mr Donaldson, Insight Consultant at Defaqto, writes a regular column on DFMs for Financial Planning Today magazine with the latest column reproduced below. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
More...
Manchester-based pension transfer adviser fails
Written by Kat MitchellThe Financial Services Compensation Scheme (FSCS) has declared Manchester-based Pension Advice Specialists Ltd (FRN: 792927) as failed.
The Consumer Duty Alliance, the body aiming to boost trust and confidence in financial advice, is launching a major initiative to help recruit new industry talent.
Wealth manager St James’s Place has added a new ‘CIO Office’ team to oversee the running of its investment processes.
Nearly four in five (78%) of global HNW investors are holding historically large cash holdings, according to a survey by global fund manager Capital Group.