Investment and advice firm Close Brothers Asset Management has added Paul Smith as Chartered Financial Planner based in its Manchester office.
Read more ...Close Brothers adds north-west Chartered Financial Planner
- Friday, 11 August 2023
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TPR amends DB superfunds guidance
- Friday, 11 August 2023
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The Pensions Regulator has amended its DB superfunds guidance three years after publishing its original guidance to update it based on changes in the last three years.
Read more ...Economy grows more rapidly than expected
- Friday, 11 August 2023
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The UK economy surprised economists by growing by 0.2% in the second quarter of the year and showed a much better than expected performance in June.
Read more ...Aegon takes over Nationwide Financial Planning business
- Thursday, 10 August 2023
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Nationwide Building Society will transfer its Financial Planning service to Aegon UK in a new extended strategic partnership Following a strategic review by the mutual.
Read more ...Scottish Widows Platform partners with Origo
- Thursday, 10 August 2023
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Scottish Widows Platform, the new name for The Embark Platform, has partnered with the Origo Integration Hub to deliver Customer Relationship Management (CRM) solutions.
Read more ...Charles Stanley hires Brown Shipley CoP team
- Thursday, 10 August 2023
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Charles Stanley will add Brown Shipley’s Court of Protection team to its existing team after Brown Shipley decided to exist the specialist market.
Read more ...FCA warns fund managers over value assessments
- Thursday, 10 August 2023
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The Financial Conduct Authority has warned fund managers to improve their value assessments to ensure they deliver fair value for retail consumers.
Read more ...Advice group LEBC enters administration
- Thursday, 10 August 2023
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National IFA, pensions and employee benefits consultancy firm LEBC has entered into administration after selling its assets to sister company Aspira Corporate Solutions.
Read more ...Half of Planners seeing clients withdraw from investments
- Thursday, 10 August 2023
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Almost half (46%) of Financial Planners have had clients withdrawing funds from their investments to cover essentials bills and address income shortfalls due to the cost of living crisis, according to a new report.
Read more ...Only 1 in 3 advisers develop relationship with next generation
- Wednesday, 09 August 2023
- Articles

Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.
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