French Duncan, the Scottish progressive accountancy practice, has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management. Read more ...
CISI and IFP sign contracts to merge
- Thursday, 01 October 2015
- Articles
The Chartered Institute for Securities & Investment (CISI) and the Institute of Financial Planning have signed and exchanged contracts confirming that the merger of the two institutes will go ahead as planned. Read more ...
Hargreaves Lansdown moves to restricted advice model
- Thursday, 01 October 2015
- Articles
Hargreaves Lansdown, the Bristol-based investment provider, is to change to a restricted advice model and promote its telephone-based advice services by dropping minimum portfolio requirements. Read more ...
FCA to alter pension rules to boost consumer protection
- Thursday, 01 October 2015
- Articles
The Financial Conduct Authority has announced proposed changes to its pension rules to address the “risks and challenges faced by consumers in the new retirement market.” Read more ...
9 out of 10 employees are opting in to auto-enrolment
- Wednesday, 30 September 2015
- Articles
As auto-enrolment marks its three year anniversary tomorrow with 5m workers enrolled (1 October 2015) a report suggests opt-out rates are lower than expected. Read more ...
40% of under-40s expect state pension to disappear
- Wednesday, 30 September 2015
- Articles
Two fifths (40%) of people aged under 40 predict that there will no longer be a state pension in 2050, according to new research. Read more ...
UK enhanced annuity sales to people in ill-health dive 60%
- Wednesday, 30 September 2015
- Articles
UK sales of enhanced annuities to people with a reduced life expectancy continued their downward spiral in the first six months of 2015. Read more ...
IFP-CISI merger to go ahead as CEO Gazzard steps down
- Wednesday, 30 September 2015
- Articles
The Institute of Financial Planning board today announced that it has voted to formally approve the merger with the CISI and has also announced that interim CEO Steve Gazzard will be stepping down. Read more ...
Steve Gazzard to exit IFP after resigning as interim CEO
- Wednesday, 30 September 2015
- Articles
IFP interim chief executive Steve Gazzard CFPCM is to leave his role at the IFP after seven and a half years and will exit the organisation today. Read more ...
Two new council chairmen welcomed to NAPF
- Wednesday, 30 September 2015
- Articles
Two new council chairmen have been appointed to the National Association of Pension Funds’ councils in a bid to overcome the challenges faced in the evolving pensions industry.
Read more ...