M&G Wealth has added a Capital Gains Tax (CGT) tool to its platform enabling advisers to carry out complex calculations and test different planning scenarios for clients.
Read more ...Pareto expands to over 70 staff with new hires
- Tuesday, 28 March 2023
- Articles

Manchester-based Pareto Financial Planning has increased its team to more than 70 with the addition of four new hires over the past year.
Read more ...Only 23% of women confident about retirement
- Monday, 27 March 2023
- Articles

Only 23% of women are confident they will be able to retire comfortably with over a third (35%) expecting to be unable to enjoy a decent income in retirement.
Read more ...AIC renames 3 sectors and changes definitions
- Monday, 27 March 2023
- Articles

The Association of Investment Companies (AIC) - the trade body for the investment company sector - has renamed three of its sectors following a review.
Read more ...Scammers trying to clone FCA website
- Monday, 27 March 2023
- Articles

The FCA has warned that scammers have tried to clone the FCA website and are also regularly using fake emails to target regulated firms.
Read more ...FOS to raise maximum award to £415,000
- Friday, 24 March 2023
- Articles

The consumer complaints body the Financial Ombudsman Service is to increase its maximum compensation award from £375,000 to £415,00 from 1 April.
Read more ...Marlborough launches low cost platform for advisers
- Friday, 24 March 2023
- Articles

Fund manager Marlborough has launched an investment platform for financial advisers and their clients with an annual charge of 0.2%.
Read more ...Morningstar recognises long-term investment heroes
- Friday, 24 March 2023
- Articles

Investment research provider Morningstar has announced the winners of its UK 2023 Morningstar Awards for Investing Excellence which recognise long term performance.
Read more ...6 firms awarded CII Corporate Chartered status
- Friday, 24 March 2023
- Articles

The CII has awarded Corporate Chartered Status to six Financial Planning and insurance firms during the first two months of this year.
Read more ...Legal & General joins new Consumer Duty Alliance
- Friday, 24 March 2023
- Articles

Provider Legal & General has become one of the first corporate members of the new independent professional body, the Consumer Duty Alliance (CDA).
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