The FCA has issued a warning notice that it is preparing to take action against high profile fund manager Crispin Odey for demonstrating a "lack of integrity."
Read more ...FCA readies action against Crispin Odey over 'lack of integrity'
- Friday, 01 November 2024
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Crispin Odey pictured in a BBC interview in 2018. Courtesy: BBC
5 winners of FP Today Survey Prize draw announced
- Friday, 01 November 2024
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Financial Planning Today 2024 Survey
The five winners of Financial Planning Today’s Financial Planning Profession Survey Prize Draw have been announced.
Read more ...7IM acquires MPS provider Rockhold from ASHL
- Friday, 01 November 2024
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Rockhold website
Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.
Read more ...Belmayne adds to adviser team
- Friday, 01 November 2024
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Belmayne website
Belmayne, the North Derbyshire firm of Chartered Financial Planners, has added a new recruit to its expanding adviser team based in Dronfield, near Sheffield.
Read more ...Ex-minister warns of pensions ‘nightmare’ for grieving families
- Thursday, 31 October 2024
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Sir Steve Webb of LCP
A former Pensions Minister and retirement expert has attacked the government’s Budget day decision to include pensions and pension death benefits within estates for inheritance tax (IHT) purposes.
Read more ...FCA bans adviser duo for pension transfer failings
- Thursday, 31 October 2024
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FCA logo
The Financial Conduct Authority has banned Steven Hodgson and Paul Adams of Stockton-on-Tees-based Vintage Investment Services from advising customers on pension transfers and opt-outs.
Read more ...Kingswood raises extra £4m in debt funding
- Thursday, 31 October 2024
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Kingswood website
AIM-listed acquisitive wealth manager and Financial Planner Kingswood Holdings has secured a £4m debt facility with an affiliate of private equity firm HSQ Investments Limited.
Read more ...Midlands pension adviser IWMP fails
- Thursday, 31 October 2024
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FSCS website
A Midlands-based pension adviser firm has failed and been declared in default by the Financial Services Compensation Scheme, the industry compensation safety-net.
Read more ...Private equity firm invests in £1.8bn AUM Bristol Planner
- Thursday, 31 October 2024
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Clifton Asset Management website
UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.
Read more ...Budget: Inherited pensions face IHT from April 2027
- Wednesday, 30 October 2024
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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury
From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.
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