Articles
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.
It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.
A very Happy Easter to all of our readers, advertisers and supporters from the team at Financial Planning Today.
ABI warns Govt over lifetime provider proposals
Written by Kat MitchellThe Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime 'member choice' pension pots risk undermining the success of automatic enrolment.
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HMRC set to issue revised rules on LTA abolition
Written by Kat MitchellHMRC has said that it intends to issue a second set of regulations changing the legislation governing the lifetime allowance abolition.
SJP sponsors Sky Arts tv to boost brand awareness
Written by Kat MitchellWealth manager St James’s Place has entered into its first TV sponsorship deal as it aims to increase its brand awareness.
£439m Abrdn property income fund to be wound down
Written by Kat MitchellThe Abrdn Property Income Trust (API) fund is to be wound-down following a failed merger with the Custodian Property Income Reit fund.
FCA consults industry as Pension Dashboards edge forward
Written by Kat MitchellThe FCA has opened a consultation into new guidance to be added to its Perimeter Guidance Manual (PERG) as the much-delayed Pension Dashboards Programme continues to inch forwards.