Trustee and governance service provider PTL Governance is to become Zedra Governance from 18 July after its acquisition by Zedra in December 2021.
Read more ...Concern over expansion of govt's Mid-life financial ‘MOTs’
- Friday, 15 July 2022
- Articles

The Government is to invest £5m in expanding its mid-life MOTs for people which include a review of financial affairs and retirement plans.
Read more ...Delayed Online Safety Bill to protect journalism
- Friday, 15 July 2022
- Articles

The Online Safety Bill, seen as one of the best ways to tackle online financial scams, has been delayed to the autumn but will now include protections for bona fide journalism.
Read more ...Recent surge in divorce fuels need for pensions advice
- Thursday, 14 July 2022
- Articles

Easier divorce rules have fuelled a surge in online applications from couples splitting with this set to continue, a Freedom of Information request has revealed.
Read more ...Kingswood hires Chartered Wealth Planner from Schroders
- Thursday, 14 July 2022
- Articles

Fast-growing Financial Planning group Kingswood has hired Jessica McGuigan from Schroders Personal Wealth as the firm commits to increasing its number of female advisers from 15% to 25% this year.
Read more ...Private equity firm FPE invests in Dynamic Planner
- Thursday, 14 July 2022
- Articles

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.
Read more ...Financial scam victims facing reduced quality of life
- Thursday, 14 July 2022
- Articles

Almost nine in ten (86%) of the victims of financial crime have experienced a reduced quality of life, according to a new report.
Read more ...Third of over-60s do not expect to pay for care
- Wednesday, 13 July 2022
- Articles

A third (30%) of over 60s do not expect to pay for later life care costs, according to a new report.
Read more ...Royal London adds wellbeing service to address advice gap
- Wednesday, 13 July 2022
- Articles

Royal London has launched a financial wellbeing service which it says will help address the advice gap by helping customers to be more financial resilient.
Read more ...Family wealth plans help secure clients of tomorrow
- Wednesday, 13 July 2022
- Articles

A comprehensive family wealth plan, including pensions and gifting, is also an efficient and productive way to get in front of the clients of the future, according to a leading Financial Planner.
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