The Nucleus chairman and founder of Skandia, Paul Bradshaw, has died, it was announced today.
It began as a pub chat between two friends, but now a fledgling Financial Planning group is on the verge of becoming a fully established membership body.
A Sipp firm has put itself under examination as it encourages advisers to “look beyond the headline numbers” when carrying out due diligence on providers in the sector.
Sipp providers that still accept non-standard investments will exit the market or will have to raise fees in future, a Sipp firm director has suggested.
Financial Planners are to get online access to information about their clients’ NS&I holdings as part of a web services upgrade.
Considerable interest is being shown in transferring UK pensions into overseas schemes, two advisory firms have told Financial Planning Today.
A former financial adviser has been jailed for eight and a half years over investment fraud totalling more than £6 million.
An organisation that has pledged to set up the much-discussed Paraplanner standard says it needs to be “a collaborative effort rather than a competition”.
The income for retired households has grown by 13% since the financial crash of 2008.
Men are more likely than women to complete their tax return on time.