The Financial Conduct Authority has banned financial adviser Geoffrey Armin for "seriously incompetent" advice on £125m of pension transfers which resulted in losses for clients of nearly £4m.
Read more ...FCA bans 'incompetent' £125m pension transfer adviser
- Friday, 03 November 2023
- Articles
ICO fines firm £55k for making 21,000 pension calls
- Friday, 03 November 2023
- Articles
The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers.
Read more ...Women’s advice firm expands nationwide
- Friday, 03 November 2023
- Articles
Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.
Read more ...Evelyn Partners acquires Kent accountancy firm
- Friday, 03 November 2023
- Articles
Wealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.
Read more ...Loyal North acquires Scottish Borders Planning firm
- Friday, 03 November 2023
- Articles
Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.
Read more ...UK investors withdrew £1.4bn from funds in September
- Thursday, 02 November 2023
- Articles
UK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.
Read more ...Fairstone adds £380m AUM with 2 acquisitions
- Thursday, 02 November 2023
- Articles
National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.
Read more ...PFS Annual Conference 2023 gets under way
- Thursday, 02 November 2023
- Articles
The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Read more ...PFS Conference: 10 ways to delight clients
- Thursday, 02 November 2023
- Articles
Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
Read more ...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
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