The number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.
Read more ...Pension transfer scam warnings down due to annuity rise
- Thursday, 28 September 2023
- Articles
Quilter to add Jersey-based international Planning proposition
- Thursday, 28 September 2023
- Articles
Discretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
Read more ...Insurer launches tailored PI for Planner firms
- Thursday, 28 September 2023
- Articles
New insurance provider BareRock has launched tailored professional indemnity insurance for Financial Planners and other FCA-regulated advice firms.
Read more ...STM profits down amid extended takeover talks
- Thursday, 28 September 2023
- Articles
SIPP provider STM has reported half year, pre-tax profit down by £400,000 as negotiations over a takeover bid for the group are extended again.
Read more ...Verve Group launches back-office solution
- Wednesday, 27 September 2023
- Articles
Support services provider The Verve Group has launched a new back-office dashboard.
Read more ...Nucleus appoints Tully as new technical director
- Wednesday, 27 September 2023
- Articles
Adviser platform and SIPP provider Nucleus has appointed pensions guru Andrew Tully as technical services director.
Read more ...PFS launches sustainable advice standards panel
- Wednesday, 27 September 2023
- Articles
The Personal Finance Society, the 40,000-member professional body for Chartered Financial Planners, has launched a new expert panel to boost sustainable financial advice standards.
Read more ...Foster Denovo acquires Newcastle Chartered Planner
- Wednesday, 27 September 2023
- Articles
National advice firm Foster Denovo is to acquire £220m AUM Chartered Financial Planning firm Wade Financial.
Read more ...Signs of recovery at WH Ireland after rescue
- Wednesday, 27 September 2023
- Articles
Wealth manager and Financial Planner WH Ireland is beginning to show signs of recovery after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
Read more ...Atomos hires Harrogate lead from Brooks Macdonald
- Wednesday, 27 September 2023
- Articles
Financial Planning-focused wealth manager Atomos has appointed Team GB para ice swimmer Jonty Warneken as head of its Harrogate office.
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