Law firm partner Richard Cranfield is to take over as chairman of platform Transact’s parent company Integrafin from next week, the company confirmed today.
Read more ...FCA updates post-Brexit directions and requirements
- Friday, 27 September 2019
- Articles
The FCA has updated and published draft post-Brexit directions under its Temporary Transitional Power (TTP).
Read more ...Pension savers lose out in £600m ‘tax grab’
- Friday, 27 September 2019
- Articles
Pension savers lost out on £600m last year according to HMRC personal pension statistics released today.
Read more ...Aviva appoints new senior exec and director
- Thursday, 26 September 2019
- Articles
Aviva has has appointed Jason Windsor as chief financial officer and executive director of the company with effect from today.
Read more ...Newsmakers: Richard Allum on Paraplanning and Powwows
- Thursday, 26 September 2019
- Articles
Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.
Read more ...HNW offshore investment demand outstrips supply - survey
- Thursday, 26 September 2019
- Articles
Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.
Read more ...PFS brands FCA retirement figures ‘alarming’
- Thursday, 26 September 2019
- Articles
The Personal Finance Society (PFS) has branded the findings of an FCA survey, released yesterday, which showed nearly 50% of pension savers accessed their pension pots in the past 12 months without taking any regulated advice or guidance, “alarming”.
Read more ...Becky becomes youngest ever CISI Manchester President
- Wednesday, 25 September 2019
- Articles
Becky Jones, who works for investment provider BNY Mellon, has been appointed as the youngest ever President of the Chartered Institute for Securities & Investment Manchester and North West District Branch.
Read more ...Succession boosts leadership with 6 senior appointments
- Wednesday, 25 September 2019
- Articles
Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.
Read more ...Nearly 50% of pension savers access pots with no advice
- Wednesday, 25 September 2019
- Articles
Nearly 50% of pension savers accessed their pension pots in the past 12 months without taking any regulated advice or guidance, The FCA’s Retirement Income Data reveals today.
Read more ...