SIPP and SSAS specialist Talbot and Muir has acquired Leeds-based SIPP and SSAS admin business The Pensions Partnership Limited from Group IFA for an undisclosed sum.
Wealth manager and Financial Planner Tilney has further boosted its team in Edinburgh with the hire of Jacqueline Morton from Investec Wealth & Investment as a Financial Planner.
The vast majority of HNW individuals (78%) believe that setting Financial Planning targets is important but only 1 in 4 have spoken to financial adviser this year, preferring to adopt a 'hit and hope' approach, according to a new survey.
The FCA is to introduce a new form for MIFID II-regulated firms requiring them to provide information on management changes.
Standard Life Aberdeen’s Financial Planning arm 1825 has completed its largest deal to date with the completion of the takeover of Grant Thornton’s substantial Financial Planning business.
The global Certified Financial Planner body - the Financial Planning Standards Board - is celebrating its 15th anniversary this week by highlighting that the number of CFP professionals worldwide has doubled since its launch in 2004 from 90,000 to more than 181,000.
It has been revealed that nearly 20% of parents and grandparents hide their savings at home or in secret places, new research has found.
DB pension transfers are heading for a mis-selling scandal which will attract strong attention from 'ambulance chaser' claims firms, a panel of leading Financial Planners and experts predicted at the PFS 'Futureproof' Annual Financial Planning Conference this week.
The Pensions Regulator has published new guidance on investment governance rules.
Financial Planners and others from the financial sector were honoured at the PFS Awards last night.