The Financial Conduct Authority is to resume its investigations into the Reading-based branch of Halifax Bank of Scotland after a police probe resulted in six people being jailed for a total of 47 years for fraud and money laundering offences.
Read more ...Old Mutual Wealth acquires Infiniti Financial Planning
- Thursday, 06 April 2017
- Articles
Old Mutual Wealth’s Private Client Adviser division has agreed terms to acquire Shrewsbury-based Infiniti Financial Planning.
Read more ...Probate fees rise may be new “stealth tax” - warning
- Thursday, 06 April 2017
- Articles
The government’s planned controversial probate fee reform could be a new stealth tax on bigger estates, a Financial Planning expert has warned.
Read more ...Free consumer sessions for Financial Planning Week 2017
- Thursday, 06 April 2017
- Articles
The CISI is encouraging consumers to seek free Financial Planning sessions from qualified Financial Planners as part of its annual Financial Planning Week 2017 campaign which will take place during the week beginning 8 May.
Read more ...Cara, 19, is youngest to complete Diploma in Financial Planning
- Thursday, 06 April 2017
- Articles
Trainee Cara Gilbert, 19, from Ayrshire, has recently become the youngest person in the country to complete the Diploma in Financial Planning from the Personal Finance Society.
Read more ...Transact among few to launch a Lifetime ISA
- Thursday, 06 April 2017
- Articles
Platform provider Transact has launched a Lifetime ISA from today to add to its existing flexible ISAs and JISAs. It is one of a number of providers to launch LISAs although many banks have remained lukewarm on launching their own LISA.
Read more ...CISI honours 6 figures including Prestwood’s Etheridge
- Wednesday, 05 April 2017
- Articles
The Chartered Institute for Securities & Investment has award six CISI Honorary Fellowships to eminent figures in the financial services sector, including Paul Etheridge, founder of cashflow modelling software firm Prestwood.
Read more ...MPAA pension cut to hit from today
- Wednesday, 05 April 2017
- Articles
The Treasury will drastically reduce the Money Purchase Annual Allowance (MPAA) from £10,000 to £4,000 from today (6 April 2017), the start of the new tax year despite strong opposition from Financial Planners and the industry.
Read more ...Elevate platform to get reboot and new cash
- Wednesday, 05 April 2017
- Articles
Standard Life is using adviser feedback to determine new investment plans and improvements for its Elevate platform, which it acquired from AXA Wealth.
Read more ...Pension freedoms fuel doubling of people seeking Financial Planning
- Wednesday, 05 April 2017
- Articles
The introduction of the pension freedoms two years ago has resulted in profound changes to retirement planning with the number of people consulting a Financial Planner or financial adviser doubling in two years, according to new research.
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