Aviva has a new Shariah investment strategy

Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.

Read more ...

Bravura website

More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.

Read more ...

EV website

Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.

Read more ...

People have little idea of pension contribution amounts

One in five (19%) people don’t know much they and their employer is contributing to their pension.

Read more ...

Roger Marsden, CEO of Succession Wealth

Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

Read more ...

Beaufort Wealth Management website

Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.

Read more ...

Transact website

 

Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.

Read more ...

FCA HQ

The FCA is to hold round tables with smaller advice firms in the first half of 2025 over its plans to open the door to cheaper, simplified advice services to enable more consumers to access support at an affordable price.

Read more ...

Rachel Reeves, Chancellor of the Exchequer

A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.

Read more ...

FCA HQ

Two financial advisers whose clients worked in the medical and dental community have been fined more than £6,000 each and banned by the FCA for recklessly breaching an asset requirement imposed on the firm.

Read more ...

Subcategories

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/