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- Q&A on 2022 with Planning guru George Kinder
- TISA CEO David Dalton-Brown steps down
- FinCalc revamps client portal
- Annuities may stage comeback as CPI soars - planner
- More must be done to report pension scams says TPR
- 38% net growth in advised customers at AJ Bell
- CISI CEO Culhane to step down after 18 years
- £280m Charles Stanley takeover moves step closer
- CashCalc adds gross cashflow modeller
- Over-45s keeping advisers in dark over vulnerability
- FSCS warns LCF bondholders of scam emails
- Kingswood hires new head of wealth planning
- UK notches up 2,001 ISA millionaires
- FCA to tighten financial promotions rules
- Planners react as inflation hits 30-year high
- Ex-Nucleus boss Ferguson hired as new CEO at Seccl
- Government plans crackdown on crypto adverts
- PE-backed Exeter IFA makes third acquisition
- Financial Planning and investment firm hires heavyweight fund manager
- FCA cancels 4 European firms post-Brexit permissions
- Zurich launches standalone critical illness cover
- Early Pension Wise appointments could boost advice demand
- MPs warn lack of advice is undermining Pension Freedoms
- Transact sees record £1.29bn quarterly inflows
- Succession Wealth acquires £1.4bn Financial Planning firm
- PFS Festival of Financial Planning to return
- Pensions consolidation on the rise
- Horta-Osario leaves Credit Suisse after breaking Covid rules
- Former City Minister Lord Myners dies at 73
- Tavistock buys West Country Planner for £3.7m
- Man, 61, guilty of role in £13.7m pension transfer fraud
- Guinness AM launches new brand and name
- JO Hambro reopens UK fund closed for 8 years
- AIC wants FCA to introduce 'high bar' for ESG funds
- Net flows improve for Brooks Macdonald
- CII turns to former President for interim CEO role
- Tech firm launches “game-changing” Planning software
- Premier Miton withdraws River & Mercantile bid
- WH Ireland appoints head of wealth management
- FCA and PRA consult on FSCS costs
- Pension concerns as life expectancy increase slows
- Provider consolidation could test Planners in 2022
- Novia appoints COO after exec reshuffle
- 2 in 3 savers concerned about rising inflation
- Quilter advice arm appoints sales head from Brooks
- Planning firms face £2,500 FCA authorisation fee
- Complex claims push up FSCS budget by 5%
- Expect more US PE-financed Planner deals in 2022
- Clients urged to claim against their SIPP adviser
- Women harder hit by financial impact of pandemic
- Rathbones funds under management rise 25%
- FCA to review wholesale data markets
- Pension pots cashed in without advice on the rise
- Advisers make record investment company buys
- VitalityInvest introduces £300 charge cap
- Frenkel Topping acquires personal injury firm in £10m deal
- M&A could create more sustainable Planning profession
- Planners predict record M&A activity in 2022
- UK median wealth holds steady at £302,000
- Tavistock buys LEBC stake from founder's widow for £10m
- FCA says brothers' firm falsely claimed to be authorised
- FSCS declares SIPP-linked firm in default as claims mount
- Schroders Personal Wealth hires chief client officer
- M&G gets green light for Sandringham takeover
- Fewer than 1 in 10 clients involve children in equity release
- Responsible funds netted 3 in 4 retail sales in November
- HMRC pushes back Self-Assessment filing penalties
- Prosperis acquires Yorkshire Planning firm
- IFA consolidator Elevation acquires Essex IFA
- LIBOR submissions ended
- Mattioli Woods client assets pass £15bn
- Tilney acquires Essex IFA firm
- From probation officer to Financial Planner
- Phoenix introduces pension charging cap
- Tenet promotes Steve Jones to network services MD
- How to build a niche Financial Planning business
- MP aims to cut minimum age for auto-enrolment
- Woodford staff paid £510k following fund failure
- Kingswood pays £500,000 to director-owned firms
- Client families under stress as consumer squeeze hits
- 1 in 4 savers fear Omicron will hit finances this quarter
- One Four Nine buys Surrey-based Chartered Planner
- Frank Field recognised in New Year Honours
- Kingswood completes “milestone” acquisition
- FCA issued record 1,300 warnings in 2021
- Happy New Year from Financial Planning Today
- Merry Christmas from us to you
- Financial Planners warn on rising IHT cost
- Workplace pension savers shunning ESG funds
- Quilter Foundation donates £50k to help starving Afghans
- Fintel boosts fund manager partnerships to 13
- FCA plans to fine hedge fund £40.8m
- XPS to buy Manchester SIPP firm for £3.75m
- Wealthy are most likely to be scam victims
- PRA fines Metro Bank £5.3m for governance failings
- FNZ sells GBST platform to private equity firm
- FCA set to launch BSPS redress scheme
- FCA approves £280m Charles Stanley takeover
- 3 in 10 clients may be wrongly assessed on risk
- FCA extends 10% drop notice opt out for 12 months
- Scammers target payouts to LCF victims
- NS&I bumps up some savings rates to 0.35%
- Morningstar buys Praemium UK platform for £35m
- Pension transfer values climb to a new high
- Quilter adds new Level 6 Financial Planning exam
- 20m could get State Pension Age reprieve - LCP
- Pensions Dashboard body selects first 3 pilot providers
- PRA fines Standard Chartered Bank £46.55m
- Ex-FCA director joins Abrdn board
- St James's Place adds 229 new graduates
- AJ Bell reveals Top 20 adviser funds
- FCA fines HSBC £64m for money laundering failings
- Lexington Wealth gains Accredited CISI status
- Govt pays £91m to LCF victims in 3 weeks
- IWP acquires £135m wealth manager in 30th deal
- North-South wealth divide exacerbated by planning gap
- Transact inflows up 34% to a record £7.7bn
- Bank of England raises base rate to 0.25%
- CII to boost branches with £1.5m windfall
- GAM fined £9.1m by FCA over conflicts of interest
- FOS plans £44m increase in budget as cases rise
- Govt could push back State Pension Age for millions
- CPI hits 5.1% as inflation bubble continues
- Canaccord to buy Punter Southall Wealth for £164m
- Pensions Tax Relief soars £11bn in four years
- How planners slayed the Covid dragon
- FSCS declares 16 firms in default
- Planners step up client reviews due to pandemic
- Schroders Personal Wealth expands regional teams
- iPensions acquires £500m assets of closed SIPP firm
- MPs and Peers say new Online Bill must cover financial ads
- 24 in court after NatWest’s £265m money laundering fine
- NatWest fined £264.8m for money laundering
- Ex-Greenpeace campaigner to help run new ESG fund
- Royal London offers exclusive merger talks to LV=
- FCA delay holds up £280m Charles Stanley takeover
- LV= chair to quit after private equity deal rejected
- Providers boost help for economic abuse victims
- LIBOR rate to end in 3 weeks
- Fears over 8% pension withdrawal rate
- US fintech buys adviser platform provider Hubwise
- MPs question FCA CEO over bonuses and backlogs
- Phoenix hires development director for M&A push
- Planners unphased by Government’s Covid Plan B
- FNZ hires former Intelliflo sales head
- FundsNetwork adds 7IM active MPS
- Clients keeping family in dark on wealth transfer
- FCA acts on credit broker offering investments
- PFS President urges members to make voices heard
- Active managers beat passive over long term
- Sandringham to partner with Cashcalc cashflow
- FSCS blames poor financial advice for soaring levy
- Transact bolsters M&A help for adviser firms
- SJP achieves 1000th Chartered Financial Planner
- PIMFA criticises FCA’s 'woolly' Consumer Duty proposals
- Tilney launches adventurous sustainable fund
- 44% expect to work beyond State Pension Age
- Liontrust to buy Majedie Asset Management
- FNZ acquires Appway to boost client onboarding
- FCA plans new Consumer Duty for firms
- Covid variants a key threat in 2022 say advisers
- Megan Butler to step down as senior FCA exec
- FSCS levy shake-up moves a step closer
- Robo adviser Wealthsimple quits UK
- Tavistock profits leap after investment arm sale
- Pandemic plaudits for watchdog - survey
- FCA wants tougher regulation of appointed reps
- New CISI Jersey branch President details plans
- £600m Planner achieves Chartered status for sixth year
- FCA issues consumer warning about firm
- Abrdn to buy Interactive Investor for £1.49bn
- New FCA rules to boost listed companies
- 350,000 illegal pension cold calls made since ban
- FOS plans major shake-up to improve service
- Change of name for Rathbone Brothers
- Intelliflo replaces i4C with new cashflow tool
- FCA confirms stronger ‘nudge’ for pension guidance
- 1 in 3 advised clients want more support
- Kingswood completes acquisition of 2 firms
- British Steel Pension Scheme claims to FSCS top 1,000
- FCA set to nearly double minimum fee to £2,200
- Tilney Smith & Williamson hires new Planner for Exeter
- New pension transfer scam warnings arrive
- FCA to cap CMC fees at £10,000
- Gambian diplomat is prosecuted by TPR
- State Pension to rise by 3.1% from April
- AJ Bell unveils Dodl investment app
- FCA removes permissions from wealth firm
- Duo banned for £800,000 ‘ethical’ bond scam
- FCA gives its senior managers more powers
- 1,000 LCF victims offered govt pay-outs
- 1 in 3 finance professionals ‘vulnerable’
- IWP acquires £260m Southport Chartered Planning firm
- 7IM adds Cautious portfolio to Passive MPS
- FCA proposes default investment option for all pensions
- Former IFP President pens book on wealth transfer
- Moneyfarm launches digital wealth tool for advisers
- FCA must be 'more nimble and innovative' - minister
- Exclusive: Help us reshape PFS urges CII chair
- Planners on health benefits of regular planning
- Quilter sells Lighthouse advice arm
- 2 Planner firms first to sign as Openwork 'major partners'
- SJP exec joins Blackfinch Group as COO
- Brewin Financial Planning income up nearly 26%
- FOS sees 30% increase in money transfer scams
- Financial Planner moves to 4 day week
- Brown Shipley adds Edinburgh Financial Planner
- Pandemic impacts over half retirement plans
- Premier Milton and AssetCo bid for River & Mercantile
- Regular Financial Planning linked to improved health
- 2 tech firms launch first Pensions Dashboards ISP
- Perspective acquires 8th firm of 2021
- FSCS to accept claims against 3 failed BSPS advice firms
- Kingswood buys MPS and IFA group for £9.6m
- Impersonator targets PIMFA members
- Quilter Cheviot launches ‘Building Blocks’ funds
- Slaying the Covid dragon: new magazine out now
- One Four Nine Group launches DFM service
- Lack of client familiarity key barrier to ESG
- Tenet hires regional manager to boost growth
- Fiducia restarts financial education initiative
- Business as usual 'not an option' says LV=
- STM hit by £400,000 revenue dip
- Tax avoidance risk tool launched by HMRC
- IWP hires 2 senior execs for further growth
- Artemis appoints Fidelity’s Anand as CIO
- CII warns members on social media risks
- NS&I pushes up Income Bond rates to 0.15%
- Private equity-backed MWA buys wealth manager
- ESG enthusiasm may be waning - survey
- Falling gilt yields push up DB transfer values to record highs
- Frenkel Topping enters 6th JV with law firm
- Morrow exits Openwork in exec reshuffle
- Income up 12% at takeover target Charles Stanley
- Close Brothers AM CEO steps down
- Old Mill plans to nearly double staff to 600+
- iPensions launches digital pension consolidator
- IWP’s Welsh CEO exits to join Centurion
- CPI surges to 4.2% as fuel costs spike
- Kingswood buys Kent Planner in second deal this week
- SJP adds virtual reality training for advisers
- Celtic adds Chartered Planner to London team
- Quilter Investors CIO Bambos Hambi to retire
- 3 in 4 advisers avoid complex investments
- LV= chair attacks Royal London intervention
- Openwork to boost specialist protection offering
- MPs block Lords' Triple Lock revolt
- Tilney appoints investment director in London
- Quilter gets go ahead for business sale
- 3 in 4 advisers offer ESG investments
- Bain outlines plans for takeover target LV=
- SJP partners with later-life platform
- Defaqto adds client ESG preference tool to Engage
- Kingswood acquires Yorkshire Planner for £3.4m
- FCA fines award winning firm over £600k
- IWP adds £360m in assets with double acquisition
- Aegon reduces platform outflows to £53m
- MAPS aims to boost school children's money skills
- FSCS cuts levy forecast by £206m to £833m
- Equity release values rise but plan numbers decrease
- Advised platform net flows drop 20% in Q3
- DWP to introduce pension flat fee threshold
- Aviva platform net flows up 62% in Q3
- Leading Planner Gowen dies at 58 after cancer battle
- ABI appoints Baroness Morgan as chair in reshuffle
- 7 in 10 over 50s fail to take IHT advice
- PFS urges members to join in Talk Money Week
- FCA staff to meet with BSPS victims
- Openwork launches share trading for partners
- Treasury set to align FCA with net zero pledge
- Vanguard reports surge in younger investors
- Call for tax incentives to boost pre-inheritance payments
- West Midlands investors most likely to get financial advice
- ESG inflows help Chartered Planner top £600m AUM
- Tilney acquires Northumberland Financial Planner
- Succession Wealth up for sale - reports
- Trustees get new powers to halt suspicious transfers
- Parents struggle to talk money with their kids
- Platform veteran Towers joins PIMFA board
- Abrdn in talks to buy Interactive Investor for £1.5bn
- FCA to regulate funeral plans from July
- Govt Minimum Pension Age move wins praise
- CGT bills set to double in 5 years to £20bn
- Responsible investment funds dominate inflows
- Pandemic changes long-term attitudes to remote advice
- Bank of England holds rate at 0.1%
- LCF victims to receive compensation offers by April
- Complaint against FCA over delays is rejected
- 8 in 10 over-50s shun robo-advice
- Progeny acquires 12-staff Yorkshire Planning firm
- Quilter to focus on HNW and affluent clients
- Unite gives FCA 10 day deadline for union recognition
- AIC welcomes delay to KIDs changes
- First Wealth wins Chartered Planner Firm of the Year award
- FCA may compel ESG labelling of funds
- Fairstone acquires £150m Northern Ireland adviser
- Lords reject suspension of Triple Lock
- FCA says data-led strategy will bring 'profound' change
- CISI appoints Certified Financial Planner to board
- Nearly 1,000 attend PFS Conference online
- Wealth manager sponsors Olympic equestrian hopeful
- Low interest rates prompting investment surge
- Asset management giants commit to tackle deforestation
- M&G hires ex-Brown Shipley director as CIO
- Profession must heed message of COP26 say Planners
- Research reveals generations split on ESG investing
- 7 firms join forces to push benefits of digital advice
- £1.3bn inflows for Tilney in Q3
- Altmann leads revolt against Triple Lock suspension
- Barclays CEO quits as FCA Epstein probe goes on
- Pension Freedoms result in £800m overpaid tax
- Mattioli Woods restores staff year-end bonuses
- US private equity firm is new owner of Progeny
- FOS costs rise as waits lengthen
- Chartered Planner hires wellbeing expert
- Taxpayers should be on 'high alert' – AJ Bell
- Zurich relaxes pandemic life insurance restrictions
- Regulators unite to tackle climate change issues
- Numeracy scheme not enough says Quilter
- AutumnBudget: Experts welcome pensions 'net pay' fix
- AutumnBudget: Chancellor warns of CPI averaging 4%
- AutumnBudget: Full text of Chancellor's Speech
- Standard Life launches new equity release range
- UK leads rush to adopt CFA ESG qualifications
- FCA gives greenlight to LV= Bain Capital deal
- LCP calls on Chancellor to boost advice tax breaks
- Fidelity to halve investment emissions by 2030
- Schroders to acquire River and Mercantile for £230m
- Wealth manager deVere doubles ESG pledge
- HNW clients underestimate retirement funding
- Tilney poaches Financial Planner from Aviva
- Pandemic boosts ‘rainy day’ savings but many still short
- PFS Fellow launches ESG consultancy for IFAs
- FCA set to open new long-term funds to retail investors
- Chancellor prepares for Autumn Budget
- FCA revamps rules for MiFID investment firms
- Low cost adviser launches auto-review service
- AIC calls for KIDs to be suspended
- NS&I launches Green Bond at 0.65% for 3 years
- FCA joins TikTok to reach younger investors
- FCA calls for extension to its regulatory remit
- Wealth managers react as IHT burden rises
- Ex-Financial Planner launches new life coaching firm
- Planners split on role of diversity programmes
- AJ Bell advised net inflows up 36%
- SJP gross inflows leap by nearly £1.3bn in Q3
- SIPP provider Forthplus goes into administration
- FCA handling of BSPS transfers' debacle faces NAO probe
- CPI dips as State Pension set to rise 3.1%
- FCA fines Credit Suisse £147m for 'tainted' loans
- 3 in 4 advisers changed processes post-Woodford
- Tilney returns to Cardiff as it recommits to Wales
- New Planning group launches with two acquisitions
- Treasury and FCA team up on ESG rules for Planners
- Advisers place £2bn with Transact in 3 months
- FCA pushes 950 DB transfer advice customers to FSCS
- FSCS declares 12 firms in default
- Under third believe pensions dashboards useful by 2025
- IWP acquires £85m Yorkshire Planner in virtual planning launch
- L&G to merge insurance and pension arms
- Schroders Personal Wealth sees AUM rise to £78.2bn
- Chartered Planner calls on FCA to review risk definition
- 55% rise in new SIPPs business at Dentons
- FCA bans “reckless” pension transfer adviser
- PFS board criticises parent CII as review begins
- FCA chair Charles Randell to step down early
- HL client numbers move closer to 1.7m
- 2 Planning firms achieve CISI’s Accredited status
- Jump in judges breaching annual allowance
- Duo launch new SSAS provider
- Planners say demand for inter-generational advice is booming
- Bank of England calls for cryptocurrency regulation
- Quilter chairman to step down in 2022
- Takeover target Charles Stanley reports revenue up 15%
- Modest FUM growth at Brooks Macdonald
- DB transfer values slip from record highs
- GDP up but output still below pre-pandemic levels
- 8 in 10 Woodford investors suffered negative impact
- Integrity IFA scolded by FOS for ignoring client complaints
- Surge in IFAs ranking ESG as ‘important’ for clients
- Tilney to provide Financial Planning advice to RICS members
- 8 in 10 Gen X concerned about retirement affordability
- Planner warns of possible CGT rate hike
- Planners concerned about family wealth abuse report
- 4 external platforms to host AJ Bell MPS funds
- Older workers feeling effects of pandemic
- Retirees face pension shortfall in most desirable UK cities
- FCA to keep closer eye on remote and hybrid working
- Tilney adds transatlantic tax team
- 63% would pay for 'personalised’ financial guidance
- New report exposes family wealth fraud
- Utmost Group appoints new chairman
- Financial Planning Week 2021 gets under way
- Consumers saving less due to increase in outgoings
- Continuum expands with 3 adviser hires
- Wesleyan sells bank arm to Hampshire Trust Bank
- Retail investment fund inflows hit record £5.3bn
- NatWest faces hefty fine for money laundering
- Progeny shifts investment focus towards ESG
- Fiducia Wealth appoints 3 following MBO
- Planners urged to go back to school - to teach
- Tilney S&W in £300k boost for disadvantaged young
- Tavistock avoids £7m sale tax charge
- Family wealth 'at risk' for next generation - SJP
- Fairstone acquires Chartered Planner Chadney Bulgin
- FE fundinfo acquires Down Under fintech
- Openwork network hires new COO from NatWest
- Tilney Smith & Williamson targets retiring advisers
- Klonowski wins CFP Professional of the Year Award
- PFS President Sarah Lord joins Cooper Parry
- FSCS declares Nottingham-based DFM in default
- Digital estate planning service for Planners launches
- Transgender women win State Pension rights
- Recruitment moves higher on Planners' agendas
- FOS to encourage firms to settle complaints quicker
- 9 out 10 advisers moving towards hybrid advice
- Coutts launches in Scotland with 3 offices
- Leading Planners join PFS Power CPD panel
- Pension transfer costs jump 10% in one year
- Transfer advice on pensions under threat - warning
- PFS campaigners fight on as CII CEO exits
- CII CEO to step down in shock resignation
- Trio face FCA fines over £5.9m SIPP transfer scam
- Mattioli Woods appoints Kiddie as new chairman
- Planners concerned about surge in LTA penalties
- Quarter of 18-35s value Planners more post-pandemic
- Abrdn unveils Responsible Global Asset Strategies fund
- Industry veterans launch new trustee support firm
- Nucleus confirms chief risk officer for combined group
- PIMFA urges radical review of PRIIPs regime
- Parmenion adds new charges to cover costs
- Quarter of 2021 retirees quitting jobs earlier than planned
- SFO raids £150m investment schemes providers
- Pareto FP forges partnership with accountancy firm
- Chartered Planner flags up IHT rebate opportunity
- Nearly 1 in 5 retirees hit by a scam - FSCS
- Davy returns as Fintel chairman as Hughes exits
- Global survey ranks 4 key skills for Planners
- CISI launches new CPD app
- Class action launched against Woodford fund
- Wealth manager hires 7IM Financial Planning head
- CISI backs World Financial Planning Day campaign
- Pension transfer values hit new record
- Watchdog restricts authorised firm and issues warning
- FCA bans IFA for tax return failings
- Well done to our Prize Draw winners
- FOS warns of ‘dramatic’ rise in scam complaints
- Businesses get more time for HMRC tax changes
- Kingswood lines up 12 takeovers despite losses
- Former CISI Planning head launches 2 CFP prep courses
- Why Planners should include 'family' IHT reviews
- Planners need to engage better with younger clients - Progeny
- Bank of England maintains historic low rate at 0.1%
- Two fraudsters sentenced over bitcoin scam
- Life expectancy drops for first time since 1980s
- Female financial adviser gap is narrowing
- More fraudsters using social media to push scams
- Exclusive: True Potential CEO warns about high bids for firms
- Altus launches vulnerable customer training tool
- FCA CEO pledges tougher regulatory approach
- Pandemic fuels rise in protection insurance interest
- Failed SIPP duo banned after paying themselves £1.3m
- 134,000 state pensioners underpaid by £1bn
- Mattioli Woods chairman to step down
- Pandemic hits women’s pension confidence
- Paraplanners Assembly conference may go hybrid in 2022
- Covid-19 deaths help fuel surge in IHT receipts
- Fintel revenues up 10% as new strategy bears fruit
- Mattioli Woods set for more acquisitions
- Ascot Lloyd owner acquires Sanlam Wealth for £140m
- Tilney S&W adds professional connections director
- STAR to launch ‘gold’ standard for product transfers
- TISA wants advice overhaul to reach 38m unadvised savers
- Acquistions boost Frenkel Topping revenue by 93%
- Company honours founder and Covid-19 victim Alan Steel
- FCA bans IFA after child sex offence
- Industry veteran Alan Steel dies after Covid-19 illness
- SIPP consolidator buys SSAS firm
- FCA rejects application from long-standing CMC
- 97% of advisers updated CIP in past year
- Planner team completes Three Peaks challenge
- FCA and TPR outline DC value for money framework
- The Financial Planning Business Growth Stars
- Just Wealth trains advisers for ESG boom
- Half of clients wish they had taken financial advice earlier
- Planners back FCA plan to tackle investment harm
- ASHL network tops 400 adviser milestone
- Pre-tax profits surge 33% at Brooks Macdonald
- FCA promises conditional cut to FSCS levy
- Fintel sells fund arm to Tatton in partnership deal
- Record jump in CPI from 2% to 3.2%
- PFS re-elects President as debate on body’s future goes on
- Special Offer on Financial Planning Today Magazine
- Fear of losses holding back potential investors
- Exclusive: Means-testing 'threat' for State Pension
- Families 'overpaid' £280m IHT on insurance payouts
- Standard Life partners with Key for equity release
- Exclusive: Support staff shortage hits Planner firms
- 56% of non-retirees worried about pension shortfall
- Only 4 in 10 plan to invest excess pandemic cash
- Tilney Smith & Williamson expands biz development team
- Profit and revenues fall at Carey Pensions parent
- CISI awards 6 Honorary Fellowships for 2021
- 4 in 10 new planners from graduate background
- Young adults want to retire at 59 on £26k a year
- Consolidator buys Sanlam Life & Pensions for £39m
- M&G Wealth creates new MD role to boost expansion
- Curtis Banks supports Pension Awareness Live
- PIMFA to launch ESG Academy for wealth managers
- Adviser network supports suicide prevention guide
- Ex-adviser jailed for nearly 6 years for money laundering
- Planners comment on dip in over 50s employment
- FCA to speed up removal of unused permissions
- Artemis reshuffles fixed income team after manager exit
- Social care levy could fuel demand for advice
- Transact growth hampered by recruitment struggles
- Robo teams up with wealth manager for low cost launch
- UK tops 10-nation poll for Financial Planner usage
- NI increase will boost pension savings predicts Planner
- Revenue jumps at Curtis Banks but profits flat
- Cinven swoops on True Potential
- 11.6m received inheritance in past 10 years
- Evidence of ‘greenwashing’ in 1 in 4 equity funds
- Private equity close to buying True Potential - reports
- Govt abandons pensions triple for 1 year
- Planners react as PM announces dividend and NI rises
- Fintuity expands ahead of virtual adviser launch
- Over 325,000 gained protection from LTA breaches
- FCA warns firms against use of digital tokens
- 8 in 10 clueless about spouse’s pensions
- Tavistock hits £1.23m profit as performance turns around
- Nucleus CEO Ferguson to step down
- PFS restarts schools’ finance education campaign
- 2 fund firms launch climate change funds
- Pensions Dashboards enters 'develop and test' phase
- Mattioli Woods completes delayed Ludlow takeover
- Cirencester CEO to retire after 26 years at the helm
- South African firm buys £150m UK Chartered Planner
- Nottingham Planning firm adds Chartered adviser
- Equity fund net inflows tripled in July
- Saltus buys £300m AUM Financial Planning firm
- Pandemic failed to halt growth of workplace pensions
- CISI branch President aims to reduce mental health stigma
- SIPP commercial property queries jump 56%
- Phoenix acquires £300m equity release book from Just
- Liontrust to launch sustainable multi-asset UCITS
- Schroders' Planner arm expands to Leeds
- FCA confirms DB transfer redress guidance review
- Novia founder joins Multrees after platform's sale
- FSCS declares 9 firms in default
- IWP snaps up Hants Financial Planner
- Mattioli Woods pushes back Ludlow takeover
- Openwork relaunches women in financial services conference
- ASHL network launches investment proposition
- Aegon partners with university for financial wellbeing study
- FCA warns firms on Afghanistan-linked financial crime risks
- Titan completes acquisition of Tavistock multi asset arm
- Lancs Financial Planner adds 20th team member
- Retirees cooling on European retirement post Brexit
- Regulatory burden spurs £1.8m IFA firm sale
- Third of Planners building ESG into fact finds
- Increasing regulatory cost biggest hurdle for Planners
- Global dividends to regain pre-pandemic highs
- Part-timers slipping behind with retirement saving
- FCA pushes £26.7m SIPP provider into insolvency
- WealthKernel launches digital SIPP offering
- Bravura appoints new CEO in reshuffle
- FCA warns over insurance product commissions
- Fintech claims UK first with financial ‘coaching’ app
- British Steel adviser forced into liquidation
- Over half of consumers mistrust online financials ads
- MPAA damaging plans for pandemic retirees - report
- Personal skills most important for trainee Planners
- Frenkel Topping launches advice JV with law firm
- LCF investors withdraw appeal against FSCS
- 8m set to shun financial advice at retirement
- Hundreds of sixth formers pass CISI exams
- Ex-Norton Motorcycles owner faces pension prosecution
- Number of ‘dog’ funds halves in 6 months
- Lang cat recruits ex-HL exec Tom McPhail
- Irwin Mitchell wealth arm hits £1bn AUM milestone
- Pension cold call firm hit with £50,000 fine
- Just 14% of retirees taking regulated advice
- DB transfer values rise sharply
- Planners say client long-term needs are changing
- 4 in 5 Planners go beyond money matters
- Moret calls on FCA for customer care measurement
- Tilney adds to Financial Planning team
- John Lewis chooses Nutmeg for digital financial launch
- AJ Bell creates deputy CEO role in reshuffle
- CPI drops from 2.5% to 2%
- M&G to acquire Sandringham Financial Partners
- Kingswood buys Lincs Chartered Planner for £4m
- 4m under-40s misunderstand pension risk
- Q&A: John Porteous on Charles Stanley's new arm
- High Court winds up 7 mini-bond firms
- FinCalc launches retirement modeller tool
- Praemium funds under administration rise 55%
- Pressure on Chancellor over pensions triple lock
- Frenkel Topping acquires legal costs consultancy
- Profits rise 132% for Tilney as gross inflows hit £3.2bn
- 1 in 3 fake texts involve finance scams
- Most IFAs accept ESG may mean lower returns
- FE fundinfo buys fintech FundConnect
- AJ Bell reduces adviser risk on MPS funds
- Aberdeen Asian fund to shift to UK investment trust status
- 22% of over 55s want to retire earlier
- Clifton AM takes over South Coast Planner
- Whistleblowers make 2,754 allegations of misconduct to FCA
- Aegon passes £300bn UK AUA milestone
- Marketing head promoted to MD of AJ Bell adviser platform
- Planner predicts growing client interest in ESG
- Aviva platform sees 48% increase in net flows
- STM makes COO redundant as it downsizes exec team
- GDP rises 4.8% as economy set to recover by year end
- Platform assets grow 6.5% in Q2
- Origo doubles providers using new integration hub
- 45-54 year-olds struggling post pandemic
- Warning to traditional advisers on growing digital threat
- Quilter cuts 140 advisers with more to go
- Third of clients holding crypto assets
- Over 20m targeted by scammers
- Perspective acquires £42m AUM Wiltshire Planner
- Abrdn to buy AI wealth manager
- Old Mill appoints youngest office head
- FCA wins bankruptcy order against WhatsApp trader
- Director of unregistered pension scheme banned for 8 years
- Tilney S&W expands with landmark new office deal
- Nearly 1 in 3 over-55s failing to check IHT threat
- FCA fines BSPS pension transfer adviser £1.28m
- Profits dip at HL but client numbers surge
- Young Chartered Planner set to take over family firm
- Paraplanners Assembly plans space-age conference
- 6 Nucleus directors exit as James Hay takes control
- Retail fund sales hit highest level since 2017
- Bank of England maintains rate at 0.1%
- Tenet acquires northern wealth management firm
- FCA puts brakes on high-risk investment provider
- Government banks on pension savers to power UK economy
- Vanguard to pay vaccinated workers $1,000 bonus
- CISI urges more Planners to join Financial Planning Week
- Investors set for £11m payout as FCA wins Avacade appeal
- Planners quadruple client financial wellbeing
- PIMFA calls for Consumer Duty clarity
- FCA to accept sandbox applications year-round
- Former Cazenove Planning head joins Irwin Mitchell
- FCA tells firms to review pay with diversity in mind
- Foster Denovo pilots workplace sustainability programme
- PFS reveals ‘financial freedom’ theme for virtual conference
- Fraudster jailed for 9 years for failing to pay back £5.76m
- Tilney chairman Will Samuel departs
- Investment company purchases on adviser platforms rise 22%
- Third of inheritances used to fund retirement planning
- Sanlam to sell UK Planning business
- Tilney boosts Surrey expansion with hire from Charles Stanley
- Q2 equity release activity nears pre-pandemic levels
- Woodford investors to receive fifth payout
- Planners expect remote working to continue
- Financial Planners return to client meetings
- Jupiter AUM hits record high despite rise in outflows
- Continnuum reports 56% growth in profit
- CISI gets permission to award Planners top designation
- Private equity firm eyes up Iress
- Investment adviser revenue falls 1% in 2020
- FCA to change decision-making process
- Tilney hires two for IFA business from Quilter Cheviot
- Over half clients feeling bullish - Schroders
- Charles Stanley to be acquired by Raymond James
- SPW sees 133% increase in referrals
- Lloyds to acquire Embark for £390m
- FCA launches diversity consultation
- Perspective snaps up 4 IFAs in acquisition spree
- SJP first half gross inflows pass £9bn
- FCA relaxes SPAC rules
- Financial Planners positive about the future
- One in three retiring in debt
- Inheritance tax receipts rise 33%
- Half over 55s clueless about retirement planning
- FCA issues warning on platform outages
- FCA prepares 5th Coronavirus resilience survey
- 4 year sentence for unauthorised advice fraudster
- Raymond James launches third new branch of 2021
- Fraud convictions slump as investment fraud rises
- UK Q2 dividends jump 51.2% to £25.7bn
- Kingswood chairman and CFO depart
- Brewin Dolphin Financial Planning income grows 28.9%
- AHR Private Clients boosts staff numbers
- 2 new recruits joins Planner wellbeing initiative
- Shareholders back £40m Tavistock Wealth sale
- Ex-Quilter rep banned by FCA after conviction
- CashCalc launches iOS and Android app for advisers
- Third of over 40s plan to work past SPA
- FCA brings money laundering charges against Simon Day
- Davy sells wealth management business for £382m
- ASI launches climate fund range
- 15% growth in advised customers for AJ Bell
- Revenues rise at Progeny as firm hunts for acquisitions
- 4 in 10 Planning firms considering platform ownership
- 55% of women finance workers ‘stressed’ by pandemic
- Fintel sells Zest tech business for £10m
- Close Brothers AM buys Chartered Planner firm
- Fairstone adds 2 firms to buy-out scheme
- FCA secures £25m more for SIPP investors
- Savers can avoid 2028 pension age increase
- WH Ireland achieves Chartered status
- FCA proposes PRIIPS rule shake-up
- Ombudsman accuses DWP of maladministration
- Govt considering NI increase to solve care crisis
- Half Financial Planners only consider ESG on request
- Government launches LPA review
- Transact FUD rises 7.2% as IFAs place £1.99bn
- New: Latest issue of Financial Planning Today Magazine is out
- Experienced trio launches new wealth manager
- Space tech trust gets off the launchpad
- LEBC’s Ingram quits to pursue media career
- Curtis Banks sees SIPP numbers rise
- FCA drops second advice review due to pandemic
- Embark platform to recruit 50 new staff in Dundee
- Free ‘prospecting’ function added to Truth cashflow tool
- Probate fees set to rise if proposals accepted
- Earnings figures put triple lock under strain
- CII shelves PFS plans until review concluded
- Informed Choice closes office for Freedom Day
- WH Ireland makes first profit in 5 years
- Exclusive: Q&A with CII chief executive Sian Fisher
- Tilney adds investment team in North East
- FCA Business Plan 2021/22: Full text of CEO speech
- Expect to see an FCA that looks different says Rathi
- FCA to open 3 new regional offices
- FCA to review FSCS scope and coverage
- FCA bans IFA for failing to disclose bankruptcy
- Australian-owned platform Praemium to sell UK arm
- CPI inflation continues upward spike
- Man pleads guilty to forgery in FCA case
- Household wealth increases £900bn during pandemic
- DB transfer activity rises for third month - XPS
- Financial Planner launches own women’s network
- Pandemic will accelerate Financial Planning demand
- Dolfin clients to transfer to Britannia Global
- LISA early withdrawal penalties triple to £33m
- Talis IFA acquires Dover-based financial adviser
- Transfers slump as contingent charge ban bites
- Brooks Macdonald builds South West presence
- CISI Paraplanner Conference to stay virtual in 2022
- 7.6m Britons hit by pension scam attempts
- Over-50s' pension dreams damaged by pandemic
- Ex-Pensions Minister warns against quick axe for Triple Lock
- FCA fines Lloyds Bank insurance arm nearly £91m
- MPs launch consultation over FCA
- Calls for triple lock reform build as Sunak changes tack
- FSCS accepts claim against former Succession firm
- CII launches consultation following PFS 'mini-revolt'
- Pension fraud 9 times more likely online – FCA
- Tilney joins Spinal Injuries Association network
- Pension freedoms cost savers £2bn in lost returns
- PFS campaigners push for voting data
- New-look Pension Playpen is launched
- 3 in 10 expect to work beyond State Pension Age
- FCA may set diversity targets for regulated firms
- Fairstone completes 6th acquisition of 2021
- Chartered Planner joins Punter Southall Aspire
- PIMFA calls for strengthening of financial promotions rules
- Fund manager assessments ‘falling short’ – FCA
- Planners question 1 in 4 client gifting wishes
- Boom in DFM sector driving down charges
- iPensions partners with Rackspace for tech upgrade
- Openwork expands graduate scheme
- Fintech Altus sold to Canadian firm Equisoft
- SIPP expert Tilley joins Westbridge SSAS
- Novia claims to offer first platform with profits fund
- Chartered Planner and Dementia Champion Natasha joins Tilney
- FCA to ban funeral plan commissions from 2022
- FCA aims to reverse 40% drop in listed firms
- Treasury consults on axing MiFID II 10% drop rule
- SIPP adviser shuts after surge in CMC-linked complaints
- Openwork set for flexible 5 day a week office return
- Phased retirement trend has 'reversed' since pandemic
- Gilbert’s AssetCo takes £27.8m stake in Parmenion
- FCA adviser fees to increase 1.5% to £82m
- Planners react to CII 'mini-revolt' over PFS changes
- FCA seeks victims of illegal investment scheme
- CII appoints Blanc as new President
- Mattioli completes acquisition of Maven
- Wealth firm enters administration after FCA action
- Fairstone acquires £250m FUM Belfast Planner
- CII to review PFS plans after barring ‘no confidence’ motion
- Google to tighten up financial ad rules from August
- FSCS declares 10 financial firms in default
- Quilter Financial Planning chair joins main board
- CII AGM takes place today as PFS battle rages
- FCA orders higher standards at some 'host' fund managers
- Trust fund fraudster sentenced to 2 years
- Planners expect equity release growth – report
- 4 in 10 retire with no Financial Planning
- Promotion of Pension Wise risks undermining Planners
- Yorkshire Financial Planning firm rebrands
- LCF investors hire lawyers for FCA complaint
- Chartered Body Alliance launches first joint exam
- FCA fines claims management company £110,000
- 68% of contingent charge DB transfers went ahead
- FCA bans major crypto trading platform
- NS&I confirms launch of green savings bond
- FCA hires 2 Freshfields lawyer for senior roles
- SJP among CII Public Trust Award winners
- Campaigners fight to halt PFS deregistration
- Bank of England holds interest rates at 0.1%
- Pareto Financial Planning appoints new MD
- Profits rise for XPS Pension Group
- Royal London to shift to ‘net zero’ investments
- Pension complaints drop 69% - report
- MPs call for culture change at FCA post-LCF
- Fairstone acquires £160m AUM Nottingham Planner
- Rathbones buys Planner Saunderson House for £150m
- Aegon set to close Property Income Fund
- intelliflo expands Down Under with senior hires
- 1 in 7 expect to increase pension contributions
- FCA set to partially ban unauthorised promotions
- FCA outlines climate disclosure rules
- A new digital era of advice – Intelliflo
- 1 in 10 over 40s considering equity release
- Date set for Tavistock Wealth sale vote
- Frenkel Topping on the hunt for more acquisitions
- Tilney S&W sustainable MPS added to 4 more platforms
- 180,000 NHS staff opt out of pension scheme
- NOW Pensions to shift to ‘net zero’ investments
- Chartered Planner banned for £24m transfer failings
- Global wealth hits record in 2020 despite pandemic
- LIBF launches new designation for mortgage advisers
- Quilter hires new head of inclusion and wellbeing
- 3 AFH directors exit as £232m sale completed
- JP Morgan buys Nutmeg
- IWP acquires Surrey-based Financial Planning firm
- Digital IFA disruptor raises £2m+ to close UK advice gap
- DB transfer scam warnings hit 5 month high
- 2.3m UK adults own cryptocurrency says FCA
- Planners forecast IHT advice boom
- Kingswood acquires Lincolnshire Chartered Planning firm
- DFM Beaufort Investment rebrands as YOU AM
- Brown Shipley appoints ex-Brewin director as chair
- 'Astonishing' 4 in 10 high earners shun ISAs
- Scouts launch money skills badge for Beavers and Cubs
- Inflation spike continues as CPI jumps to 2.1%
- LSE’s Findlay appointed chair of FCA Markets panel
- State Pension deferrals drop to record low
- Tavistock acquires Cambridge IFA as profits rise 50%
- Average earnings rise 5.6%
- Third of risky transfers slip through new pension rules
- Woods reappointed CEO at PRA
- Fidelity Intl CEO Richards becomes a Dame in honours
- Contingent charge ban slashes DB transfers
- Tilney recruits new Financial Planner from Aviva
- Just 1 week left to take part in our 2021 Survey
- Old Mutual Wealth platform rebrands as Quilter
- IWP founder's new firm to acquire Tavistock Wealth for £40m
- Treasury must fix £17bn pensions error say MPs
- Transact staff to return to the office
- UK wealth grows faster despite pandemic
- Seccl launches instant deposits
- Shift away from fixed rate method for drawdown calculations
- Investec combines Planning services to launch advice arm
- CMC Markets to launch retail investment platform
- Hybrid models the future of Financial Planning – report
- 11% increase in new clients for Continuum
- Aegon unveils financial wellbeing tool for the nation
- LGIM unveils 6bps Model Portfolio Service
- CISI Fellow to take MD role at CBAM Mayfair office
- £75bn into adult ISAs in 2019/20
- Men twice as likely to afford early retirement
- Planner fined over decade old SIPP switch advice
- Take our Financial Planning Survey and you could win
- Ex 1825 Financial Planners set up wealth management business
- Aegon shifts £5bn into ESG investment strategies
- Wren Sterling completes triple acquisition
- Planners expect business and client growth – survey
- Women twice as likely to leave Financial Planning to partner
- Planners need to do more to support carer employees – PFS
- FNZ to sell GBST with right to repurchase limited assets
- Wealth manager makes top employers list
- FCA boosts British Steel claim applications
- Rathbones looks to Brooks for new investment director
- Sharp rise in family-linked accounts for Quilter platform
- Treasury rejects pensions tax relief changes
- £79m more into ISAs in April than previous 12 months
- SBG appoints proposition director to develop Planner services
- SLA platforms chief admits ignoring advisers
- FundsNetwork poaches head of proposition from M&G
- Mattioli Woods raises £2m for acquisitions
- AHR Private Clients appoints trio of HNW advisers
- New academy head for SJP
- Sandringham extends Benchmark Capital deal
- Workplace adviser secures private equity backing
- One in eight clients suffered ‘financial damage’ from pandemic
- Fintech adds former FNZ CEO
- Reader Survey Prize Draw: 10 M&S £25 vouchers to win
- Younger Planners driving tech change
- Homeowners turn to ‘experts’ over financial advisers
- 19% of clients running secret investment ‘side-hustles’
- No full Pension Dashboards until 2025
- Women less likely to have a financial plan
- Pair sentenced to 19 years for £2m investment fraud
- LIBF adds new investment planning module to diploma
- Punter Southall Aspire expands Financial Planning teams
- Exclusive: FCA issues 140 website warnings in 1 month
- AJ Bell to launch app-based platform for advised clients
- M&G Wealth partners with fintech for hybrid advice launch
- Fairstone adds 1,000 clients with latest acquisition
- Welsh IFA barred by FCA for compensation failures
- SJP reports 23% higher inflows as pandemic eases
- IA to create 8 new fund sectors
- 1 in 4 have ‘never heard of pension tax relief’
- Mattioli acquires 2 financial firms in £110m deal
- Vanguard boosts ESG range to 6 funds with new ETF
- Huge variation in advisers’ client risk assessments
- IFA launches algorithm-driven investment advice
- SJP to offer clients help in finding care support
- Walker Crips to boost Financial Planning arm
- Greenwashing a ‘major’ concern for ESG investors
- Adviser firm gifts ‘plantable’ books to local children
- OTS calls for reform to make CGT reporting easier
- 6 in 10 advisers saw client growth in 2020
- Parmenion axes VAT on Managed Portfolio Services
- Unauthorised advice fraudster charged
- FSCS adds 2 advisers to list of failed firms
- DB transfer activity falls but red flag cases rise
- Record female fund managers compete for alpha manager
- Unadvised annuity customers losing out
- 13 advisers join Just Wealth
- Aviva Investors to close £400m property fund
- ABI director general Evans to leave for KPMG partner role
- Punter Southall Wealth adds 2 new Planners
- CISI Paraplanner Conference 2021 gets under way
- Inflation doubles in a month to 1.5%
- FCA green lights £232m AFH takeover
- Socium responds to speculation on Beaufort deal
- Phoenix Group to sell European business
- Lumin Wealth merges with Swiss provider
- Govt to tackle ‘phoenixing’ firms with new law
- Goldman Sachs to launch robo adviser
- FSCS welcomes clampdown on adviser phoenixing
- Trio sentenced for insurance fraud
- New issue of Financial Planning Today Magazine published
- 47% of pension savers retire earlier than planned
- Ditch pension transfer ‘safe lists’ says AJ Bell CEO
- 40 CMC phoenixing complaints in 1 week - PFS
- FCA to ban CMC 'phoenixing' claims to FSCS
- Brooks CEO quits to head SLA personal wealth
- Pensions Dashboard recruits programme director
- Hubwise and moneyinfo upgrade report delivery
- Novia CEO to exit after private equity takeover
- FCA outlines stronger protection for consumers
- £2m carbon credit fraudsters convicted after BBC probe
- GWM Financial Planning rebrands as Skybound
- Govt confirms online fraud covered by new Bill
- Advisers unlikely to benefit from £206m FSCS levy cut
- FE fundinfo snaps up cashflow firm CashCalc
- Moneyfacts partners with Chartered Financial Planner
- North Wales Planner opens London office
- £13.7m pension transfer fraud trial date set
- Q1 platform inflows strongest since 2018
- Families of Planner clients could get 'secret' pensions
- Queen’s Speech offers no social reform clarity
- 1 in 3 Scots HNW clients have used a Planner
- Investors confused by responsible investing terminology
- Tilney Smith & Williamson sees 6.7% rise in net flows
- Exclusive: Number of SIPP providers falls to decade low
- Carey Pensions parent firm profit drops 48% in 2020
- Earlybird ISAs investors likely to be middle aged
- Options owner sells Jersey trust arm for £1.4m
- 78% have no estate planning in place
- Lloyds Bank to snap up Embark Group - reports
- PIMFA launches guide to help members fight online fraud
- Free mental health talks for Quilter advisers
- FCA unveils new long term investment funds
- 2 in 3 advisers adding more client money to ESG funds
- Bank of England holds interest rates at 0.1%
- Savers invest £4.4bn in March
- Aviva expands financial advice offering
- XPS waives SIPP and SSAS commercial property fee
- Half of Planners to continue remote working post pandemic
- Pandemic sparks rise in flexi-retirement
- Mental health claims double at Zurich in 2020
- Altmann calls for compulsory Pension Wise guidance
- 15% of couples keep financial secrets
- FE Investments removes VAT from MPS
- AHR unveils ambitious HNW client venture
- Most Nucleus shareholders accept James Hay bid
- 1 in 8 over-50s change retirement plans
- IWP acquires North East Chartered Financial Planning firm
- HMRC returned £115.6m overpaid pension tax in 2020/21
- FCA proposes mandatory Pension Wise appointments
- 20% of women have taken action on gender pension gap
- WH Ireland hunts for acquisitions as AUM rises
- Frenkel Topping adds £13m to M&A war chest
- 383,000 used flexible pension withdrawals in Q1 - HMRC
- Nearly 2m financial complaints in 6 months - FCA
- FCA opens door to more SPACs but tougher rules
- Post-Brexit Financial Services Bill gets Royal Assent
- SPW expands into Northern Ireland
- FCA high-risk product move 'good start' say Planners
- Options submits Adams case appeal
- FCA considers expanding high-risk investment classification
- New Financial Planning technology here to stay - survey
- Bankruptcy for unauthorised share scheme peddlers
- SJP net inflows rise 22% in Q1
- Coutts integrates Adam & Co Planners
- LV= extends pandemic support
- Brunel acquires Bristol-based adviser
- Britons reluctant to seek advice despite pandemic worries
- Aegon UK acquires Pension Geeks
- Retirees drawn to riskier investments warns FSCS
- SPW referrals up but little news on inflows
- Fintel chairman Davy steps down
- LCF victims get green light for ISA reinvestment
- Shortage of skilled planners pushing up salaries
- UK undergoing personal finance revolution – deVere
- 2020/21 inheritance tax bill hits £5.33bn
- Succession adds sports and entertainment advice arm
- Transact appoints new development head
- Maven hires Tregidon as head of Financial Planning
- Which? says Google and Facebook failing to axe scam ads
- Standard Life Aberdeen to rebrand as Abrdn
- FSCS hires TV’s David Mitchell to front ad campaign
- FCA appoints first ESG director
- Pandemic sparks rush to write a will
- Continuum adds 8 new advisers as business grows
- Minimum pension age plans risk “retirement lottery”
- Confidence no substitute for good financial advice
- 1 in 2 clients want property included in retirement plans
- Treasury report urges FCA to tackle “greenwashing”
- AJ Bell advised customers rise 14%
- Fairstone acquires Dundee-based adviser
- FSCS declares 11 firms in default including BSPS adviser
- Planners want better platform / back-office integration
- Socium withdraws offer for Beaufort
- CPI rises to 0.7%
- Progeny acquires Scottish Financial Planner
- Quilter Financial Planning net flows up 43%
- M&G property fund to reopen
- 66% of retirees risk pension pot running dry
- FCA proposes 1.5% rise in adviser fees
- Q&A with PFS CEO Keith Richards
- PFS to drop CEO role as Richards moves on
- Referrals 'most important' when selecting a planner
- Jupiter posts £776m outflows for Q1
- £1.8m lost to pension scams in 2021
- Advisers place £2bn with Transact in Q1
- FCA apologises for failings on LCF and Connaught
- Govt announces £120m LCF compensation scheme
- PFS offers 100 free memberships to new Planners
- FCA to launch ‘scale up box’ for growing fintechs
- FCA exec is appointed interim FOS CEO
- Mattioli snaps up Edinburgh wealth manager for £1.6m
- Vanguard unveils 0.79% fee Financial Planning service
- CMA remains opposed to FNZ-GBST merger
- 3 Chartered Planners join London firm as partners
- Carey owner delays results after Adams judgment
- Norfolk PFS chair joins Tilney Smith & Williamson
- FCA bans and fines Warwickshire adviser
- Aviva savings and retirement boss departs for Canada Life
- Investment Association adds ETF comparison
- Charles Stanley Planning revenues up despite overall dip
- Quilter urges PM to tackle investment scams
- Planners optimistic despite ongoing pandemic disruption
- Bamford Media relaunches after cuts in staff
- DB transfer values rebound in March
- Waverton buys 2 office Scottish Financial Planner
- Platform Praemium opens Scottish fintech hub
- Fidelius and deVere launch joint UK planning venture
- FSCS says most clients of failed DFM have been paid back
- 3 in court over £13.7m pension fraud
- Pensions Dashboards move closer as tenders open
- 38m have saved more during the pandemic
- CISI adds ethical investment course for practitioners
- M&G Wealth hires acquisition director from Loyal North
- Mattioli buys local Financial Planner in £7m deal
- Premier Miton to launch European sustainable fund
- Surge in people wanting to retire early
- Advised investors ‘more confident’ post-pandemic
- Tilney S&W hunts for new chairman - reports
- SJP CEO sees £325,000 cut in earnings
- SFO launches probe into car leasing UCIS
- Scottish Friendly CEO Galbraith dies
- Industry donates £7m to tackle mental health crisis
- Ludlow buys NatWest and Coutts trust arms
- AJ Bell adds new stock exchange to platform
- Tavistock shareholders reject exec incentive scheme
- Schroders launches £4bn model portfolio business
- SIPP claims could top £1bn following judgement
- Scottish Widows’ Timpson joins Consumer Panel
- Octopus acquires financial coaching provider
- Curtis Banks AUA rises 11% following acquisitions
- New digital competition regulator launched
- Keith Richards to step down as PFS CEO
- FCA takes action on 105 financial ads in Q1
- Mike Evans exits as M&G chair after illness
- Lasting Power of Attorney registrations drop 30%
- Andrews joins Openwork Partnership
- Radiant appoints CIO in preparation for acquisitions
- Baroness Morrissey under fire for pandemic comments
- Cornerstone founder fined for stamp duty avoidance
- Embark appoints new chairman
- Shock as judge overturns Carey Pensions case
- IWP acquires 3 Planner firms as expansion continues
- 63% of investors want environmental transparency
- Savers invest £2.4bn into funds in February
- Flexible working and digital tools key for advisers
- Redmayne Bentley launches digital-only MPS
- Utmost to acquire Quilter International for £483m
- FOS to raise case fee by £100 to £750
- M&G dumps Ascentric and Pru FP brands
- Lumin Wealth acquires Herts IFA firm
- FCA to open door to more SPAC takeovers
- James Hay changes Nucleus takeover strategy
- Planner firm recognised for people management
- 7IM suspends 2 funds over liquidity concerns
- FCA finalises DB transfer advice
- Life insurance claims rise 17% at Aegon
- PFS expands financial education scheme
- Britons to work extra 2 years due to pandemic
- Pension system failing mothers - report
- Court blow for LCF mini-bond victims
- Google axes 123m ‘bad financial ads’ in 1 year
- Xafinity SSAS & SIPP rebrands as XPS Pensions
- Chartered firm renews £1m Premium Bond winner advice
- FCA seeks ban on sex offender IFA
- Fairstone finalises takeover of Glasgow adviser firm
- MPs urge crackdown on ‘immoral’ pension scam adverts
- Editor’s Column: Where were the LCF whistleblowers?
- 48% of advisers report surprise increase in clients
- WhatsApp 'Academy’ told to pay £530k in compensation
- Confidence rises for financial services professionals
- Pension Wise failing 'terribly' to become guidance norm
- Tilney S&W names new COO
- Senior management compensation drops 37% at Quilter
- FCA website hit by technical issues
- Planners support fund managers shun of Deliveroo
- Protection claims rise 23% for Zurich
- Tilney S&W adds planner with medical focus
- EQ Investors makes 3 execs joint-CEOs
- FCA launches campaign to support whistleblowers
- London & Colonial owner sells Gib businesses
- 1.6m pension savers hit by MPAA trap
- Tavistock criticises surprise £15m takeover bid
- CPI slumps to 0.4% in February
- Treasury to cut IHT red tape in Tax Day overhaul
- 'Unjust' State Pension Age must be reviewed – Altmann
- Younger investors taking on big financial risks
- Less than half of Britons using full ISA allowance
- Tavistock rebuffs fund manager acquisition attempt
- Revenues dip at Fintel as it seeks acquisitions
- Nucleus AUA up 7.9% but profits halve
- Sharp fall in firms offering DB transfer advice
- Editor’s Column: Facing up to adviser trust issues
- Dismal cash savings rates spur equity ISAs
- Schroders Financial Planning arm launches 3 new funds
- DWP to launch mid-life pension ‘MOT’ trials
- £13.7m pension fraud suspect extradited from Spain
- New issue of Financial Planning Today Magazine
- FCA to review future of 10% drop notices
- Paraplanner pens a poem for Paraplanning
- MAPs to launch combined ‘MoneyHelper’ brand
- Scottish Mortgage veteran Anderson to step down
- Investment fraud victims hit up to 4 times
- AJ Bell snaps up mobile phone fintech
- Older generation set to transfer £293bn of wealth
- Bank of England maintains rate at 0.1%
- AIC CEO Ian Sayers to step down
- LV= Coronavirus claims pass £12m
- Britons do not trust financial advisers - survey
- Tilney Smith & Williamson expands Surrey team
- Pandemic alters equity release spending behaviour
- Exclusive: Kingswood to continue flexible working
- Paradigm Norton acquires two Chartered firms
- Gaudi launches income drawdown service
- Uni students get Financial Planning career help
- Aviva CEO appointed Women in Finance Champion
- Tilney Smith & Williamson hires Financial Planner
- 30% of firms miss gender diversity targets in 2020
- True Potential sees profits soar 59% in 2020
- PFS postpones Festival of Financial Planning until 2022
- Royal London buys 30% of later life lender
- Cullen Wealth in MBO as it looks for acquisitions
- Advisers struggle to discuss vulnerability with clients
- Westbridge on hiring spree after SSAS deal
- FCA starts criminal proceedings against NatWest
- Financial Planning Conference back as in-person event
- Acumen FP parent launches low cost online Financial Planner
- Morrissey steps down from SJP to chair AJ Bell
- FCA halts regulated business at wealth firm
- FOS to axe 150 jobs as PPI claims fall
- Parmenion to stick with proprietary tech
- Covid spurs 53% to seek financial advice
- Editor’s Column: Will you still need me when I’m 64 - and sick?
- Just’s advice arm unveils £299 fee robo service
- Private equity-backed MWA Financial buys IFA firm
- Illness forces 1 in 8 to quit work before State Pension
- Fund manager Crispin Odey cleared of indecent assault
- 7IM says traditional asset models need overhaul
- Calls grow for law change to tackle online harm
- FOS CEO steps down amid complaints backlog
- Transact keeps top spot for adviser platforms
- Brooks FUM rises but planning revenue dips
- Openwork and Embark extend tie-up to 2026
- 55 to 64-year-olds set to run out of pension income
- Tavistock reschedules its exec incentives vote
- Flexpoint sets out timetable for AFH acquisition
- Defaqto Financial Planning software adds ESG filters
- PFS creates wellbeing hub for members
- SimplyBiz rebrands as Fintel
- Quilter to cut some advisers as profits fall
- CISI unveils Paraplanner Conference 2021
- Private equity firm PCP buys Parmenion for £102m
- Building long-lasting client relationships
- James Hay sells SSAS book to Westbridge
- Combined M&G Wealth business reaches £28bn in assets
- SLA continues search for Parmenion buyer
- Shareholders oppose 3 board reappointments at Transact parent
- 40% of Britons have 3 or more pension pots
- Coronavirus widens gender pensions gap
- Pandemic fuels money fears for older women
- Openwork advisers to offer legal services to clients
- Interactive Investor buys EQi book for £48.5m
- Provider reveals women missing out on pensions
- LIBOR to be axed at end of 2021
- Briggs to chair new ABI climate change committee
- FCA relaunches its online fee portal
- Financial Planning 'disruptor' buys 2 adviser firms
- Responsible investment FUM rises 66%
- FSCS declares 14 firms in default
- Schroders Planning arm blames pandemic for £200m outflows
- National Financial Planner sponsors top para-rower
- Editor’s Column: Super Sunak or Tax-raider Rishi?
- Pandemic hits Generation X retirement plans
- Aviva adviser platform hits £32bn AUM
- Budget 2021: Planners positive on mostly benign Budget
- Budget 2021: Women underpaid £3bn on state pensions
- Budget 2021: Full text of Chancellor's Speech
- Budget 2021: PFS urges more help for savers
- Budget 2021: LTA freeze will ‘punish’ pension savers
- Budget 2021: Tax allowances frozen until 2026
- Budget 2021: Corporation Tax up to 25%
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- Schroders Personal Wealth delays growth target
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- Openwork rebrands as Openwork Partnership
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- FCA steps in to halt car investment scheme
- 33% rise in a year in dismal ‘dog’ funds
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- FNZ submits detailed case against merger ban
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- Inheritance tax reclaims reach 6 year peak
- Adviser to pay out for second time over UCIS investments
- Hargreaves Lansdown co-founder sells £300m stake
- Jupiter renames acquired Merian funds
- Wealth manager adds 3 new staff to meet demand
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- Regulators to share info on Woodford comeback plans
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- Ex-Goldmans’ staffer charged with insider trading
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- RSMR axes VAT from Managed Portfolio Service
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- 350 advisers sign up to client vulnerability charter
- 3 new investment company sectors unveiled
- Financial Planner Progeny buys law firm
- Fallen fund manager Woodford to make comeback
- Editor’s Column: Could LCF have been spotted earlier?
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- Standard Life brand could be sold - reports
- New Pension Schemes Act becomes law
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- Parmenion launches management info dashboard
- Quilter moves Financial Planning courses online
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- Former FCA chief set to join EY as a partner
- Cockburn Lucas expands women's planning service
- Investec to exit structured product market
- Adviser-backed charity raises £21m for good causes
- Charles Stanley is latest to axe VAT from MPS
- New law must tackle online scams - PIMFA
- Consumers rate gambling over financial advice
- FCA launches High Court battle against DB transfer adviser
- Morrow and Whelan join PIMFA board
- Newsmakers: Continuum’s Martin Brown
- Foster Denovo launches passive ESG portfolio range
- Tavistock reports drop in new business due to pandemic
- James Hay set to buy Nucleus for £145m
- FCA missed early detection of 600 LCF ‘red flags’
- Brown Shipley appoints Brewster to senior role
- Scottish planner joins 500 global Registered Life Planners
- D2C ISA sales surge in 2020 - report
- Bailey to be grilled by MPs on LCF fiasco
- Financial Planner Saunderson House to axe jobs
- FCA faced torrent of nuisance emails in 2020
- Embark appoints ATS exec as platform proposition head
- Hodge sells equity release arm to US firm
- Government rejects NHS pension age reforms
- Bank of England maintains rate at 0.1%
- Unmarried couples face 'financial time bomb'
- Responsible investment funds hit record sales
- 6 in 10 advisers suffer poor mental health
- Pension Freedoms over-taxation nears £700m
- International firms must have UK base - FCA
- Synaptic launches risk profiling tool for advisers
- 25% fall in traditional retirement clients - study
- Tilney Smith & Williamson hires Planner from SJP
- FCA wins £676k order against unauthorised deposit takers
- Mattioli buys London Planner for £2.34m
- Financial Planner launches free course for millennials
- Embark launches Investment Pathways tool
- Wealth manager Kingswood launches ESG bond fund
- Newsmakers: Radiant’s CEO Simon Cogman-Hellier
- IWP rebrands Welsh hub and appoints CEO
- Frenkel Topping acquires 2 law firms
- PIMFA urges radical reform of advice sector
- Royal London launches 4 Investment Pathways
- 1 in 3 IFAs fear ‘pathways’ will hit advice
- Average age of HL clients falls from 45 to 37
- Pension savers withdraw £9.4bn in 2020
- Perspective hires ex-Schroders Financial Planning exec
- LSE completes £20bn acquisition of Refinitiv
- Covid-19 has changed wealthier clients - report
- Robo-adviser to close UK wealth business
- Adviser predicted to double ESG recommendations - report
- GBST platform assets hit £150bn
- SJP partner firm numbers fall by 24 to 2,540
- 11.8% rise in Brewin Financial Planning income
- North Wales Planner buys firm’s IFA arm
- Jupiter set to axe up to 90 jobs in restructure
- Vintage to acquire Chartered Planner’s firm
- Coutts to relaunch £5bn UHNW arm
- Clone investment scams surge 30% during lockdown
- Planner firm donates £133k to charity despite pandemic
- '50 Ways' music video warns of pension scams
- Pandemic pushes 154,000 into early retirement
- Government opens review of fund taxation
- Revenues fall at SimplyBiz but profits hold up
- Liberty SIPP declared in default by FSCS
- Quilter assets rise as platform migration nears completion
- Paraplanner qualifies as PFS Fellow at 21
- 1825 CEO Scott exits for Royal London
- Scottish wealth manager acquires first 2 firms
- Perspective close to acquiring 10 adviser firms
- US private equity firm to buy AFH for £224.5m
- Hurst Point acquires 5 Planner firms in 2020
- Lockdown exam boom spurs remote workshop expansion
- FSCS £1bn levy warning is a ‘scandal’ - PIMFA
- FSCS levy to soar by a third to top £1bn
- NS&I promises better service after tough 2020
- FCA proposes CMC fee price cap
- Close Brothers client assets rebound after pandemic shock
- Nucleus launches new model portfolio service
- Equity release sales fall 12.5% in 2020
- SFO obtains order against Ponzi fraudster’s SIPP
- AJ Bell platform assets rise 17% to top £55bn
- Mattioli Woods takes stake in fintech
- Half of Gabriel users shift to new RegData system - FCA
- Jupiter reshuffles sustainable funds team
- Only 1 in 5 confident their firms support ESG
- CPI inflation doubles to 0.6%
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- 8 out of 10 planners recommend the profession
- IronBright launches investment platform
- SFO secures increased confiscation 10 years after conviction
- Jill Lucas joins Curtis Banks as NED
- Defaqto launches income drawdown tool
- Ex-Vanguard CEO joins Tilney Smith & Williamson
- Pension transfers fall in 2020 but scam alerts rise
- AFH to resume acquisition drive as revenues rise 4%
- Transact FUD rise 9.1% after high first quarter inflows
- PFS backs Financial Vulnerability Taskforce
- FCA rejects 343 regulatory applications in clampdown
- FCA unveils Defined Benefit Advice Tool
- Kingswood launches Financial Planning Academy
- Fintech launches ‘net zero’ pension
- Supreme Court backs Covid-19 insurance payouts
- Pension Playpen to relaunch as a fintech
- Financial Planning app adds investment offering
- Workplace pension contributions drop by 11%
- Quilter launches scam reporting tool
- 7IM latest platform to axe VAT from MPS
- Losses halve at Succession Wealth
- Fairstone acquires Berkshire-based Financial Planner
- Brooks Macdonald FUM rises 13.6%
- Investment app provider adds commission-free SIPP
- Murphy Wealth adds Chief Behavioural Officer
- Fidelity relaunches wealth advice service
- First graduates join new Openwork training scheme
- SJP to chop 200 roles after review
- Smith & Williamson revamps MPS for inflation rise
- deVere pushes clients towards ESG
- Beaufort appoints Chartered Planner as new COO
- Perspective acquires Corby-based Financial Planner
- M&G chair Mike Evans takes stress-related illness leave
- Financial advice boosts pension saving confidence
- Oxford Risk warns against “box-ticking” wealth advisers
- Financial services firms resort to no-deal scenarios – Capco
- Foster Denovo searches for acquisitions as revenues grow
- Kelly exits as Sesame Bankhall reshuffles exec team
- Transact parent buys planning software firm
- PFS urges 2nd Financial Advice Market Review
- Dentons buys Brown Shipley’s pension business
- AJ Bell joins move to axe VAT from MPS
- Govt to tap £800m in dormant investments and pensions
- FCA warns consumers about cryptoasset ads
- FSCS declares 13 firms in default in 2 months
- Third of UK children concerned about retirement
- Takeover target Nucleus reports assets up 8.1%
- FNZ to challenge CMA sell off order
- Dynamic Planner launches virtual conference
- Financial Planners unphased by lockdown 3.0
- Mattioli Woods client assets reach £10bn
- Retail fund sales reach record monthly high
- Brooks Macdonald removes VAT from MPS offering
- Financial Planner receives MBE
- Less than half of advisers confident about 2021
- CISI exams go online
- Pandemic hits financial services income and liquidity – FCA
- Newton hires Aviva Investor’s ex-CEO as new head
- US wealth adviser buys Cheshire Financial Planner
- Only 1 in 3 advisers use cashflow tools with all clients
- Aegon looks to Invesco for diversity head
- Divorcing couples need pensions advice – survey
- One-off grants as UK enters lockdown 3
- Mattioli Woods appoints three NEDs
- Expect a year of ultra-low interest rates - AJ Bell
- Just Mortgages launches wealth division
- Transact pulls out of race for Nucleus
- Aviva Investors appoints insider as new CEO
- 1 in 2 advisers worried about finding new clients in 2021
- Pandemic pushes more towards online saving
- Redmayne Bentley annual profits up 27%
- Kingswood to raise £20m for 2021 growth plans
- Ex-FCA interim CEO Woolard gets CBE
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- Old Mill set for 2021 planner recruitment drive
- Quilter’s Feeney to chair FCA practitioner panel
- 1 in 3 to adopt permanent healthier lifestyles
- Industry welcomes UK-EU deal…with reservations
- 1 in 5 rejected for financial products in pandemic
- TPR bans corporate trustee for ‘serious’ failings
- FCA to make 300 Brexit changes to website
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- 117 pension schemes join scam fightback campaign
- 4 in 10 adults plan 'significant' lifetime gifts
- Walker Crips bolsters wealth management arm
- RSMR creates new head of marketing role
- FCA register offline for 5 days due to Brexit changes
- WH Ireland completes £7.8m Chartered Planner takeover
- Chancellor appoints 3 new members of PRC
- Trade body welcomes tax adviser regulation move
- Defaqto Engage adds over 1,000 risk-rated DFMs
- Fairstone acquires second South West Financial Planner
- FCA praised for adding professional status to register
- P2P and ISA firm goes into administration
- FCA fines Charles Schwab UK £8.96m
- SJP’s chief global strategist to step down
- ESG investing will grow post-Covid - adviser poll
- 7IM unveils low cost multi-asset fund range
- FCA to end SMCR Covid flexibility
- FCA orders firm to pay £203k to Connaught investors
- Budget 2021 set for 3 March
- Vaccine roll-out boosts personal financial confidence
- RSMR builds own studio for podcast launch
- Bank of England maintains rate at 0.1%
- Gloster - FCA plans sweeping reforms after LCF debacle
- Gloster - FCA failed to protect LCF investors
- FCA fines and bans hedge fund CIO
- Include online investment scams in new law, IA urges
- Baillie Gifford launches health innovation OEIC
- Transact to cut charges in April as profits rise
- Pru’s Manduca to become new SJP chairman
- Aviva hires UK CEO from Canada Life
- Tilney Smith & Williamson axes VAT on MPS
- CPI inflation slides down to 0.3%
- Fairstone acquires South Wales Financial Planner
- Moneyinfo launches smartphone app for advisers
- Data standards for Pensions Dashboards published
- esure owner unveils deal to buy LV= for £530m
- FCA fines Barclays £26m for failing 1.5m customers
- Private equity firm snaps up £8bn Novia platform
- FinCalc adds LTA to cashflow modeller
- MP warns of retirement crisis if Financial Planning ignored
- HNW women feel misunderstood by advisers
- FCA announces leadership reshuffle
- ASI launches EM sustainable development equity fund
- IFAs “poorly equipped” for uptick in younger advice seekers
- Selectapension acquired by Canadian software group
- Activist shareholder welcomes SJP operating model review
- Nucleus inflows rocket as OpenWealth acquisition completes
- Quilter considering disposal of international business
- 2021 to bring pension transfer gold rush
- 36% of Britons' finances hit by pandemic
- FCA expands scope of mini-bond ban
- Hargreaves Lansdown NED steps down to take Royal London chair
- FCA fines Financial Planner over pension transfer advice
- Quilter covenants ruled excessive in legal case
- UK growth slows at 8% below pre-pandemic levels
- FCA bans former adviser for theft
- Punter Southall Aspire appoints new head of Financial Planning
- 'Wealth tax as likely as turkeys voting for Christmas'
- Fairstone acquires South West wealth manager
- Calls for early state pension access for those hit by pandemic
- Investing “too much of a gamble” for over half Britons
- ASI buys property fund manager
- Three in five confused by choices at retirement
- ESG funds beat non-ESG peers in 3 key sectors
- FCA backs new ‘digital giants’ regulation
- Record 64% of transfers flagged as scam risks
- 48% unaware they are saving into a pension
- Jargon scares off more than half of investors
- 55% of savers stash their cash in bank accounts
- Schroders launches Islamic Global Equity Fund
- PFS welcomes adviser increase but warns on future
- Updated: 2 firms pull out of Nucleus race
- Tavistock rethinks exec pay boost after concerns
- Consumers wary of robo-advice says Quilter
- IWP acquires Midlands-based Financial Planner
- Adviser numbers rise 4% since RDR and FAMR
- Fintech launches 'high speed' drawdown tool
- CEO to leave Lloyds Bank Group for Credit Suisse
- Investors prioritise diversification in October
- SimplyBiz adviser academy criticised by Ofsted
- AJ Bell customer numbers rise 27%
- Aberdeen Standard adds sustainable fund range
- 4 bidders in race for Nucleus platform
- Redmayne to fund 145 Samaritans volunteers
- Quilter adds 5 more digital signature providers
- European ETFs see record closures in 2020
- Kingswood hires CEO from Schroders FP arm
- Key platform switch criteria revealed in new report
- Brooks Macdonald adds £900m as Lloyds acquisition completes
- Under 10% consult adviser when entering drawdown
- Morningstar launches multi-asset fund range
- PIMFA calls for reform of supervision and FSCS levy
- Vanguard adds drawdown option to Personal Pension
- WH Ireland snaps up Chartered Planner for £7.8m
- Chartered Financial Planner secures bigger HQ
- Curtis Banks pushes up SIPP fees
- Lloyds Bank cuts new CEO salary package by 20%
- Parmenion sale moves closer
- PFS welcomes Govt boost for apprenticeships
- Standard Life shifts Elevate service staff to FNZ
- Family Office buys Isle of Man fiduciary IQE
- Unbiased reveals award-winning advisers
- FCA to regulate pre-paid funeral plans from 2022
- Whitman AM launches first fund
- Aviva dividend falls by a third as revamp continues
- IWP acquires Bishop Armstrong Financial Planning
- Advisers crucial to help women close pension gap - platform
- Avellemy appoints Graham Bentley as chairman
- State Pension to rise by 2.5% in April
- Chancellor to axe RPI - but not until 2030
- Chancellor freezes public sector pay amid grim forecasts
- 58% of advisers struggling to add new clients
- Brewin reports Financial Planning income up 20%
- FSCS levy to rise as claims surge by 38%
- Financial Planners' Covid-19 tech revolution
- Newsmakers: IWP’s David Inglesfield on future plans
- Heartwood rebrands to Handelsbanken Wealth
- Couples fail to seek retirement planning advice
- 35% of Britons have never reviewed retirement savings
- Soaring PI costs kill off adviser network firm
- Planners split on best retirement income strategies
- FCA fines FX firm £3.4m for misleading clients
- New social impact trust aims to raise £100m
- 100,000 pension transfers may need ‘top up’
- Openwork mortgage arm to launch wealth adviser
- Kingswood launches US brand after American deal
- Local MP backs planners’ FSCS levy fight
- Hargreaves founder cashes in £103m stake
- Selectapension teams up with Aegon for new tool
- FCA to raise fees for new firms
- Pension scam 'red flags' high in October
- Fairstone makes £5.4m in excess payments to acquired firms
- FOS reports 30% complaints rise due to Covid-19
- Brown Shipley focuses on entrepreneurs with new hire
- Watchdog fines comparison site £17.9m
- Autumn sees big jump in pension withdrawals
- Advisers report drop in new clients
- Under 34s leading the way for seeking advice
- Ex-IFP CEO Cann writes for men’s health book
- Ex-Quilter Chartered Planner joins Tilney Exeter
- 2 insurers buy MoreThan owner in £7.2bn deal
- Kingswood completes £3.45m Planner firm takeover
- CPI inflation rises from 0.5% to 0.7% in October
- 72% of consumers reject paying for financial advice
- Fairstone acquires home counties Financial Planner
- Women miss out on free pension guidance
- Newsmakers: PFS President Sarah Lord on levy fees crisis
- Inflows at AFH hit by Coronavirus pandemic
- Savers are hit by slump in deposit rates
- 'Fundamental' shift in clients' financial plans - IFA survey
- Canada Life adds 14 Brewin Dolphin MPS funds
- Aviva unveils 2 pension-focused advice services
- FCA drops move to ban platform exit fees
- New PFS videos to boost finance skills for pupils
- Retirees £47,000 better off after financial advice
- Exclusive: FSCS clients being ripped off twice over
- FCA expects significant small firm failures
- Brown Shipley hires Julius Baer exec for Manchester role
- Quilter appoints distribution director for platform business
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- Wealth manager dampens excitement on GDP figures
- Investors lose £657.4m as investment fraud rises 28%
- Chancellor-commissioned report recommends CGT reform
- Covid-19 fuels boom in protection insurance
- FCA launches court action after investors lose £30m+ in UCIS
- Advisers see four-fold surge in professional referrals
- 1 in 3 funds offer launch discounts of up to 47%
- Tavistock cuts costs as it readies platform launch
- CII to end SPS 'gap-filling' option for advisers
- Quilter urges online investment scams legislation
- Women need to work past 100 to match male pensions
- Insurance heavyweight to take chair at Brewin
- Ex-Skandia CEO launches IFA consolidator
- Chancellor plans UK’s first Sovereign Green Bond
- SJP Paraplanner is new CISI Financial Planning head
- CII narrows gender pay and pension gaps
- FOS says Covid-19-related complaints top 10,000
- FSCS declares 45 firms in default during lockdown
- FOS axes 128 staff at cost of £3.1m
- STM adds £5m to takeover war chest
- Chartered Planner hires biz director for growth push
- Industry execs join to launch Financial Planner business
- Sunak extends furlough scheme to March
- Competition regulator tells FNZ to sell GBST
- FCA bans 3 financial advisers after sex offences
- Responsible investment fund sales hit £7.1bn
- Pandemic leads to rise in saving
- Bank of England holds base rate and injects £150bn QE
- FCA’s Rathi warns no quick fix for levy crisis
- Wealthtime plans to grow after private equity takeover
- Paradigm Norton wins Chartered Firm of Year in PFS Awards
- SJP to help ex-military retrain as Financial Planners
- Third of new retirees still supporting family
- Pandemic driving investors to ESG says Aviva
- PFS to focus on building sustainable Planning profession
- DWP considers bid to make 'auto' pensions guidance law
- Close Brothers launches two new sustainable funds
- Dynamic Planner launches new cashflow tool
- Hambi joins Quilter Investors as CEO and CIO
- 1 in 3 over-55s want early retirement but shun advice
- Curtis Banks completes Talbot and Muir takeover
- MP bids to make ‘auto-enrolled’ pensions guidance law
- CashCalc cashflow to integrate with Hubwise
- FSCS opens doors to claims against failed SIPP firm
- Financial Planning firm to use only ESG-verified funds
- Altmann criticises ‘snails pace’ of Pensions Dashboard
- Some staff leave 1825 in senior exec shake up
- ABI urges regulatory shift to plug “advice black holes”
- Man charged with aiding investment scammer
- Quickie divorces could lead to financial hardship says Planner
- Pension fraudster ordered to repay nearly £300k
- Quilter Cheviot appoints Planner to renew NW growth strategy
- Walker Crips acquires Yorkshire HNW adviser
- Watchdogs intervene after surge in Rolls Royce transfers
- 11,500 clients of failed wealth firm closer to refunds
- Pensions Dashboards delayed to at least 2023
- DWP to ‘nudge’ pension savers towards guidance
- Bendall launches new outsourced Paraplanning firm
- Q&A with Walker Crips' managing director Dominic Martin
- Younger clients 'overlooked and underserved' by traditional planners
- 600 pass Financial Planner exams during pandemic
- SJP funds under management reach £118bn but inflows fall
- Fairstone adds £150m FUM with Essex IFA deal
- PIMFA urges tighter rules on unregulated financial promotions
- deVere bites back at Farage IFA attacks
- Only 4% would opt-out of ‘auto-enrolled’ pension guidance
- FCA censures Aviva for misleading investors
- Financial Planner seminar for ‘Good Money Week’
- Activist investor attacks SJP’s ‘bloated’ structure
- Fidelity buys LGIM’s £5.8bn personal investing arm
- Mazars rebrands global business
- Watchdogs fine Goldman Sachs International £96.6m
- Brexit-focused Financial Services Bill gets first reading
- LCF pay-outs reach £38.1m as claims process drags on
- Expect a rise in critical illness claims says LV=
- Walker Crips appoints Chartered Financial Planner
- Head of Financial Planning Lockie to leave CISI
- Openwork urges job-threat finance staff to retrain as advisers
- AJ Bell reports 11% rise in advised customers
- Quilter reports Q3 recovery in net inflows
- Pensions LTA set to rise to £1.078m next year
- CPI inflation rate bubbles up to 0.5%
- £20.5m investment scammer is jailed after 6 year probe
- Think-tank urges cut in ISA allowance
- Planner Casebook: Coping with a painful loss
- Tatton AUM up as DFM retains face-to-face meetings
- LV= opens smoothed funds to SIPP and SSAS
- Transact Funds Under Direction grow 8.7%
- HL adds ex-Liontrust AM chair to board
- Planners lose confidence in ability to secure PI cover
- DWP to mandate 2-page pension statements
- Mattioli says market is steadying as it plans to grow
- 'Auto sign-up' over-50s for Pension Wise guidance - call
- Origo’s standards and governance arm spun off
- ABI cautious on call for 2 page pension statements
- Brewin and Barclays Wealth execs join CISI board
- FCA property fund shake-up gains support
- Expect more adviser acquisitions soon says IWP
- MAC Financial acquires Isle of Man IFA
- 45-64 year olds in dark about retirement 'number'
- Millions of public sector workers may need pensions advice
- Pension savers confused over definition of advice
- Majority of retirees wish they had worked for longer
- Planning arm grows despite revenue drop at Charles Stanley
- Outflows lead to flat start to the year for Brooks Macdonald
- Unemployment surge gives Planners chance to prove worth
- MBO at Chartered Financial Planners Fiducia Wealth
- Openwork launches new graduate trainee scheme
- Pension transfers plummet as charge ban bites
- Lucas Fettes buys Suffolk Chartered Financial Planners
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- MGIM buys Seneca to create £5bn asset manger
- SIPP providers need to invest in tech say Planners
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- AJ Bell warns about dangers of investment pathway reforms
- PLSA urges new DC decumulation regulatory framework
- Accountants with Financial Planning arms combine
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- FCA bans 2 IFA directors over 'fabricated' SIPP submissions
- Farage attacks IFAs as he launches ‘financial freedom’ newsletter
- Field exits Intelliflo in major sales reshuffle
- Raymond James exec to chair CISI Wealth Forum
- Regulators warn advisers about SIPP property probe
- Whitman AM appoints Le Flufy as new chief exec
- AJ Bell urges new Minister for Scam Prevention
- Hargreaves Lansdown benefits from NS&I rate cut
- ABI and 32 member firms commit to diversity drive
- LV= pays out £6m in Coronavirus claims
- Verve Group drive to find new Financial Planning talent
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- 16.9% ‘return’ bond firm shut down by courts
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- Canada Life adds 430 funds to drawdown platform
- 3% rise in DC pensions accessed in 2019/20
- Timebank launches CPD support service
- Pension Wise appointments rise 23%
- FCA secures £1.6m confiscation order in money laundering probe
- Curtis Banks' Talbot and Muir acquisition gains FCA approval
- Fidelity acquires low cost firm Cavendish Online
- 45% of adviser firms report doubling of FSCS levy
- Aberdeen Standard launches global innovation fund
- FCA opens door to pandemic tech ‘innovators’
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- Mothers want their children involved in Financial Planning
- 1 in 5 CI claims due to breast cancer - Aegon
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- Financial advice linked to wellbeing – report
- Perspective appoints group acquisitions director
- Fund manager pleads not guilty to indecent assault
- UK Financial Planning Week goes virtual
- Insurers and fund firms raise £100m for Covid-19 charities
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- 1 in 4 pessimistic about finances post Covid-19
- Brown Shipley hires 2 senior execs for Scottish growth
- LV= confirms talks on the future of the business
- Fairstone adds West Midlands Planner to buy-out scheme
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- Pippa wins CISI Paraplanner Of The Year Award
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- Brooks Macdonald promotes Edward Park to CIO
- Behavioural insights the future of Financial Planning - Nucleus
- Financial Planner donates technology to schools
- FCA launches consultation on approach to international firms
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- Intelliflo adds Open Banking to Financial Planning portal
- Fairstone client numbers rise to nearly 70,000
- New entrant to IFA Professional Indemnity market
- Pensioners owed up to £25k in GMP equalisation
- Men and women engage differently with Planners - survey
- Financial Planners can use new platform to fund growth
- Sharp decline in clients looking to pass on wealth
- Frenkel Topping shifts acquisition strategy
- Newsmakers: 7IM founder on launching new venture at 65
- iPensions launches platform SIPP
- Equilibrium Financial Planning passes £10m turnover
- Chartered Planner joins Thomas Westcott
- FCA CEO Woolard urges new regulatory model
- James Hay hires new CEO as Conway exits
- Options parent ‘disappointed’ by Adams case appeal
- IWP acquires Sussex Financial Planner firm
- NS&I to slash interest rates from November
- Fast-growing Kingswood's results hit by Covid-19
- Schroders buys £2.2bn London firm serving UHNW clients
- Covid-19 'damage' boosting demand for financial advice
- FSCS: consumers must ask more questions
- Expert Wealth becomes CISI Accredited Planning Firm
- Kingswood buys Surrey Chartered Financial Planner for £3.45m
- Women less optimistic about investment recovery
- DB transfer values fall to pre-lockdown levels
- Pension fraud going unpunished as scams rise
- PFS appoints Succession’s Sarah Lord as President
- FCA interim CEO to leave regulator
- Brooks Macdonald profits rise 11.1% as more acquisitions planned
- Hedge fund exec appeals £100,000 FCA market abuse fine
- 1 in 10 workers have frozen pension contributions
- Millions of over-50s leave retirement planning to ‘last minute’
- Eat Out scheme cuts inflation in August to 0.2%
- 1950s women lose state pension case appeal
- Court finds in favour of business-interruption policyholders
- FCA Consumer Investment review could fuel levy rises
- SimplyBiz profits rise 56%
- One in four change pension plans due to pandemic
- 72% UK adults have little or no knowledge about pensions
- Unemployment continues to rise as young hit hardest
- PIMFA launches ESG Academy
- Financial advice boosts savers’ ‘emotional wellbeing’
- Chartered Planner takes senior role at Close Bros AM
- Bestinvest names and shames record 150 ‘dog’ funds
- Share Centre CEO exits after takeover by rival
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- Ex-Rugby World Cup winner joins Financial Planner network
- Annuity failings cost providers £135m - FCA
- Adviser lead generator fined £130k for pensions cold calling
- Old Mill takes on 17 new starters in one week
- New equity release product launched every 28 hours
- IWP acquires West Midlands Financial Planner
- Lloyds to cut 865 wealth, insurance and retail jobs
- Two-thirds of teens unaware of Child Trust Funds
- Transact latest platform to accept digital signatures
- FCA appoints new Complaints Commissioner
- Copia Wealth Management goes into liquidation
- Pension Awareness campaign goes virtual for 2020
- 50% of pension transfers triggering ‘red flag’ alerts
- Beaufort Financial expands after private equity deal
- AJ Bell launches research hub for advisers
- Quilter calls for review of pensions triple lock
- Schroders Personal Wealth launches training academy
- LCF mini-bond investors granted FSCS judicial review
- LIBF launches protection qualification
- Tilney Smith & Williamson hires ex-DWP digital chief
- £2.5trn of pension assets at risk from scammers
- Profits fall by 17% at STM but revenue grows
- ‘Mr SIPP’ celebrates 50 years working in the sector
- CISI and CII set to share HQ in London
- Sense IFA network sold for £9.35m
- TPR orders pension swindler to repay £250,000
- Nearly half of advisers may quit DB transfers
- Perspective acquires Wiltshire IFA Jones Hill
- Defaqto hires Deavin to lead new analytics service
- Under-55s more likely to seek financial advice
- Standard Life Elevate adds DFMs for first time
- US personal finance site acquires UK comparison website
- PFS plans return to live events from November
- Experts concerned over raising Pension Freedoms age to 57
- LEBC chief executive McVitie dies at 57 after short illness
- ETF firm bucks trend by moving to larger office
- UK savers invest £1.6bn in retail funds in July
- Paraplanners team up to meet Financial Planner demand
- Gale and Phillipson acquires Kent firm
- Curtis Banks reports 'solid' figures despite pandemic
- CISI Annual Paraplanner Conference goes virtual
- Network targets adviser acquisitions with Beaufort Group buy
- Gaudi SIPP enters top twenty providers
- Tilney Smith & Williamson turns to US for client facing head
- IWP expands with acquisition north of the border
- Cost cutting boosts pre-tax profit at Mattioli Woods
- LEBC chief exec stands down due to illness
- Ian Taylor to retire from Transact parent
- PFS goes back to school with face to face advice
- Beaufort Financial poaches director from Sanlam
- Tilney and Smith & Williamson merger completes
- Planner training programme gets 200 applications in one day
- Mark Dampier retires from Hargreaves Lansdown
- Email reporting service receives over 1.7m reports of phishing
- Budget to deliver considerable financial hit for high earners – deVere
- State pension must be included for Dashboards to succeed - Aegon
- Standard Life wrap increases control for Planners
- Paraplanning Hub scales up during lockdown
- ESG climbs up Financial Planning agenda
- LCF pay-outs reach £20m as delays go on
- Pension Awareness Week goes virtual
- Platform prices to continue to fall for next five years
- Over-65s property wealth reaches £1.124tn
- One in twenty workers short-changed on pensions
- FNZ bites back at CMA over GBST merger block
- Financial Planner appoints joint MD
- Daily platform use up as satisfaction rises
- Expect Chancellor to raise cash from pensions says NFU
- Planner Casebook: Helping a client make the most of his business sale
- Progeny expands Adviser Academy
- Third of Britons do not understand their pension plan
- Concerns about saving for retirement drop
- One in ten Planners feel unsafe during pandemic
- FOS receives 3,500 Coronavirus related complaints
- TV's Clive Tyldesley kicks off pension scam campaign
- 7IM reports pre-tax profit up 15% as AUM grows
- Female clients ditch advisers after partner dies
- 250+ Financial Planners launch levy fightback
- ‘Pension Dashboard forecasts will cost millions’
- FCA investigates 150 Covid-19 related scams
- Nucleus to accept e-signatures for new biz
- 53% of adviser staff say remote working is permanent
- JPMorgan preparing UK bank launch in 2021 - reports
- SFO charges 3 - including former IFA - after fund probe
- Pension industry voices concern about RPI axe threat
- RPI reform could cost pension savers £122bn, ABI warns
- Woodford investors to receive additional £183m
- Fintech entrepreneur joins IWP to chair investment management
- Former SJP COO writes post pandemic crisis management book
- AJ Bell urges Govt to lead on Pensions Dashboard data
- Pros and Cons of employee ownership for Financial Planners
- Investment scams rise 49% in July
- 55,000 CTF accounts set to mature each month
- Experts welcome Supreme Court pensions IHT judgment
- Transact tightens rules on £30k+ pension transfers
- CPI inflation rises sharply to 1% defying predictions
- Former Chancellor returns to JP Morgan
- 60% of advisers turning away new clients
- Retired 7IM founder sets up SME investment business
- Third of wealthy to buy small firms to kickstart economy
- Opportunity for planners in care advice market - report
- Pandemic increases millennial anxiety around finances
- 15% of women set to cut pension contributions
- FSCS opens door to more BSPS pension victims
- Fairstone launches ‘virtual’ Financial Planning service
- AJ Bell adds third party MPS access for advisers
- Wren Sterling makes Surrey acquisition
- FCA issues client money warning
- Dynamic Planner adds investment trusts to risk profiler
- Defaqto launches ESG fund reviews
- NatWest combines wealth businesses
- STM acquires Berkeley Burke SSAS business in £2.9m deal
- North-eastern wealth manager acquires pension adviser
- Aegon UK profits rise 17% as platform rebounds
- Planners expect demand for advice to grow following pandemic
- Investment platform assets jump in Q2
- AHR Private Wealth appoints new CIO hot off heels of AXG deal
- 44% of investors expect recession worse than financial crisis
- DB transfers reach another record high
- Just appoints new chair as Gibson-Smith departs
- Life insurers pay £980k a day in claims at pandemic peak
- Nine in ten Financial Planners using video calling technology
- Millennials cut back on pension payments
- UK in largest recession on record
- £3m recovered from wealth manager Ponzi-scheme
- PFS launches Associate Firm membership
- Oldest kickstarted into retirement by pandemic
- President proof your investments warns deVere
- Quilter increases pension transfers redress provision to £24m
- SIPP introducers to pay over £10.7m compensation
- HMRC investigations into footballers treble
- Sanlam launches free virtual Financial Planning consultations
- Planners must be creative in attracting new clients – research
- IWP acquires South East Financial Planner Carnelian
- DB scheme endgames take hit in pandemic
- Ascentric assets fall as Royal London reports loss
- CII and university launch MBA in Islamic finance
- Pensions firm launches Shariah-compliant SIPP
- Profits fall 30% at Standard Life Aberdeen as Covid-19 hits
- Hargreaves profits jump 24% as 188,000 new clients sign up
- LV= launches equity release drawdown product
- Fifth of UK workers still unaware of auto-enrolment
- Savers put £11.2bn into retail funds in Q2
- Savings as important as pensions now say consumers
- Fund raising launched in memory of Curtis Banks' Greg Kingston
- Aviva profit drops by a third as new CEO promises action
- UK economic downturn less severe than feared
- FNZ-GBST merger blocked following CMA investigation
- Fairstone acquires Berkshire IFA - with more deals on way
- Close Brothers AM expands with new Chester office
- FSCS extends protection for deposits up to £1m
- Protection sales down 13% Q2 2020
- Self-employed trust property over pensions
- Investors expect returns in excess above 11% despite pandemic
- Pension funds recover but annuities remain subdued
- Tilney adds Sustainable MPS for Financial Planners
- FCA move could alter investor view of property funds
- Morrissey, Field and Davies nominated for peerages
- One in four would speak to a Financial Planner after windfall
- Investors face 6 months' notice on property fund withdrawals
- Fund manager Crispin Odey charged with indecent assault
- Walker Crips reports pre-tax profit up 97%
- Mattioli completes £25m takeover of Hurley Partners
- £45bn wealth mega-merger approved by shareholders
- Pension savers show restraint as flexible withdrawals fall 17%
- CISI to launch ‘unique’ Financial Planning Week in October
- FSCS pays out £13.5m to 844 LCF victims
- Financial Planners confident in the future – new survey
- SIPPs and SSAS savers owed stamp duty refunds worth £10bn
- Respiratory life insurance claims double for Aegon
- Schroders Planning arm on track to be top 3 by 2023 - Lloyds
- Advisers face negative perceptions says research
- Four arrested in HMRC phone scam raid
- Planners predict industry shake-up
- CISI members expect Covid recovery to take 12 months+
- Pre-tax profits dive 50% at Jupiter in first half
- 700 schools to get Martin Lewis financial textbook
- FCA to toughen up protection for 24m vulnerable clients
- FSCS appoints 3 new directors including ex-Aviva exec
- MPs launch investigation into pension scams
- 3% of UK savers consulted a Financial Planner in Q2
- DeVere backs new pan-European IFA network
- Remote advice the new normal – report
- SJP gross inflows dip as FSCS costs rise
- Financial Planners see increased enquiries during pandemic
- Curtis Banks' Kingston dies in road accident at 47
- Progeny adds 29 more staff as revenue jumps
- FCA launches upgraded Financial Services Register
- Pricing engine added to Platform Analyser tool
- Savers resist urge to raid pensions during lockdown
- Financial Planners reduce hours to care for others
- Access to advice a concern for Pension Freedoms
- AJ Bell sees 26% customer rise as D2C grows
- Financial Planning will bounce back – Quilter
- CISI Financial Planning Conference moves online
- Over 55s fear care costs as councils cut funding
- Wealth manager launches counselling service
- Financial Planners hit by 17% PI premium rise
- Frenkel Topping to raise £13m for acquisitions
- Financial Planners optimistic says survey
- Financial Planners want to bolster green finance skills
- Aegon launches fund range for Financial Planners
- Transact sees 13.5% increase in funds under direction
- Recent acquisitions drive income growth for Brewin Dolphin
- Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m
- 4 in 10 professionals using video for new business
- Wealth manager launches ‘fight for fairer advice fees’
- Paraplanners' annual 'unconference' goes virtual
- Regulators consult on revised complaints system
- Treasury acts to avoid repeat of LCF mini-bond debacle
- CII to check Chartered firms' diversity from 2021
- 73% of advisers say remote working hitting new client search
- Momentum rebrands SIPP arm as iPensions
- Two ‘diamond’ investment crooks told to pay back £173k
- Govt launches fintech review to boost growth
- PFS set to launch green and ESG qualifications
- UAE firm to take over London expat wealth manager
- Xafinity SIPP launches new online hub
- FCA opens consultation on delay to SM&CR regime
- NS&I to raise at least £29bn extra in 2020-21
- Two thirds to review financial plans in wake of pandemic
- Public sector workers set for pensions boost
- Third of expats secure finances ahead of Brexit
- Provider nudges could triple guidance uptake
- Quilter Foundation donates £50,000 to Coronavirus appeal
- Majority of readers back axing of Paraplanner Powwow name
- 1 in 5 five over 50s have no savings - report
- Brooks Macdonald FUM up 12% as net outflows fall
- Income drawdown clients could face 'perfect storm' - report
- Pension transfer values rebound to new high
- CISI 2020 Paraplanner Conference goes virtual
- CPI inflation ticks up to 0.6% in June
- Schroders Personal Wealth unveils multi-asset fund range
- Mixed welcome for Chancellor's CGT review
- Barclays launches robo-adviser for £5k+ clients
- Equity release plan sales drop 27% in 2020
- NEW: Latest Financial Planning Today Magazine out
- Unadvised pension savers left vulnerable – Just Group
- Women pensioners £135,000 worse off than men
- Young men more likely to seek advice than women
- Mattioli Woods CFO moves to new role
- FCA close to launching enhanced Financial Services Register
- Wellbeing campaign signs up first corporate partner
- Schroders launches passive-active fund portfolios
- 6 in 10 clients struggling with insurance premiums
- Unbiased launches 4 new packages in Covid-19 response
- Bristol and Southampton Financial Planning firms merge
- FCA delays Annual Report and Accounts for 2 months
- 31% are more worried about money due to Coronavirus
- ABI chairman extends term in office by a year
- FSCS compensates 258,000 customers of failed firms
- 83% of Financial Planners want LTA scrapped
- Financial Planners can benefit from Sunak job scheme - PFS
- Charles Stanley growth driven by Financial Planning
- Financial Planner launches coaching and life skills academy
- Chancellor's Summer Statement speech in full
- Chancellor offers post-furlough job retention bonus
- ASI launches global emerging markets SRI fund
- 2 in 3 advisers alter business plans due to Covid-19
- Chartered Financial Planner launches law firm
- PFS postpones Festival of Financial Planning
- Fairstone signs buy out deal with Financial Planner
- More than 800 hit by CII exam system glitch
- STAR Steering Group replaces founding chair
- Beaufort Financial appoints new head of advice
- Financial Planners: key concerns are growth and efficiency
- Financial Planners expect increased demands for protection
- M&G and Octopus join Financial Planner mentoring scheme
- O&M Pension Solutions launches cashflow modelling tool
- Paraplanner Powwows axes name and says sorry
- Interactive Investor creates £36bn AUA group with takeover
- Close Brothers hires 2 new MDs from Rathbones
- 83% surge in life insurance claims as Covid-19 hit
- Lloyds Banking Group hunts for new CEO
- Amanda Blanc to become new Aviva CEO as Tulloch exits
- LV= axes pension drawdown fee in charge revamp
- 2.6m have bought cryptoassets – FCA study
- MAPS launches Covid-19 personal finance tool
- Planning reform could hit SIPP and SSAS savers
- Private sector pension contributions doubled
- Professional bodies back Green Finance Education Charter
- UK gender pension gap widens says ONS
- PFS to help Planners thwart Coronavirus scams
- Young investors seeing better returns during pandemic
- Financial Planners back MPAA reforms
- Name change for Carpenter Box Financial Planning arm
- Liontrust buys Architas multi-manager for £75m
- Ex-Ignis CEO becomes Quilter FP chairman
- FCA pushes back SMCR deadline by nearly 4 months
- List your vacancy free on Financial Planning Jobs
- Schroders Personal Wealth hires 3rd CEO in 12 months
- FCA wins High Court action against pension introducers
- Chase de Vere acquires Ferguson Oliver
- Young investors responded quicker to pandemic
- Covid-19 could have “profound” impact on UK wealth sector
- IWP acquires South West firm Westinsure Webb
- DB transfers near £10bn in Q4 2019
- Skeoch steps down from Standard Life Aberdeen
- Truinvest acquires Group Rapport and Bromwich Financial Planning
- Ex-Brown Shipley CEO joins Charles Stanley
- Chartered Financial Planner steps up recruitment
- Industry veteran Hambi to become Quilter Investors CEO
- Channel Island firm acquires WH Ireland subsidiary
- S&W promotes 22 as Tilney mega-merger nears
- Chase de Vere reports near £2.5m rise in profit
- XPS remains resilient despite flat profits
- Rachel becomes 100th Paraplanner graduate at St James’s Place
- Most Tavistock staff waive part of salary to help firm
- Market volatility spooks investment ISA investors
- UK worse for retirement in 2020
- Leisure and hospitality clients at risk from grant scam
- Financial Planners expect growth in client self-service
- Lack of adviser contact leaves clients adrift
- Kingswood acquires Sterling Trust in £18m deal
- Probe into 3 auditors over £237m LCF collapse
- Brooks Macdonald buys wealth business for £9.6m
- Advisers missing face-to-face contact with clients - research
- Workplace pensions ‘value for money’ must improve - FCA
- 1 in 10 investors have lost 41% of portfolio value
- Wealth Matters acquires Herts IFA's clients
- Planner firms sign up for Women in Finance Charter
- SJP sees £250m yoy fall in inflows as pandemic bites
- FCA plans non-EU regime for UK investment firms
- Progeny appoints CTO to drive technology use across business
- Pensions Dashboard project moves forward
- TPR urged to push savers back towards pensions – MPs
- Treasury appoints Rathi as new FCA chief executive
- Finance professionals feeling the pinch
- Ascot Lloyd completes six acquisitions
- Pandemic accelerates growth in digital saving
- Sainsbury to take helm at Close Brothers
- Financial Planners need to transform - report
- Boosst appoints two during lockdown
- Tyrie to step down as CMA chairman
- Second CEO exits Schroders’ Financial Planner in 12 months
- 19.2m in workplace pensions but self-employed numbers fall
- PIMFA welcomes FCA comments on FSCS levy
- Half of over-55s fail to 'get' the Pension Freedoms
- Changes at the top for Frenkel Topping
- TPR unveils interim rules for DB 'superfunds'
- Financial Planning Wales hit by cloning scam
- FCA kills off marketing of speculative mini-bonds
- FCA concerned about some equity release advice
- Fintech to provide 2 free CPD sessions on drawdown
- Commerzbank hit with £37.8m fine for compliance failings
- Nearly half of adviser firms furlough staff
- Fairstone adds £1.2m fee income with Lincs firm deal
- CPI inflation shows sharp fall to 0.5%
- Increasing demand for ethical investing say planners
- Planners back e-mentoring scheme amid pandemic
- 1 in 5 rethink retirement plans - survey
- IWP continues acquisition spree with South East deal
- XPS launches Coronavirus life expectancy tool
- MAPS gets £38m to boost Coronavirus support
- Frenkel sets up JV to help spinal injury victims
- LV= confirms potential sell off for business
- Research firm RSMR launches DFM Academy
- Beer takes over as CEO of Brewin Dolphin
- CII’s 2020 AGM to go virtual for the first time
- Quilter offers free Adviser School starter module
- TPR issues more than 115,000 auto-enrolment penalties
- SJP opens apprentice programme for September
- LV= tight lipped on sell off reports
- Chartered Financial Planner and DFM combine
- FCA takes action against fake register site
- Financial Planners ramp up focus on vulnerability
- FCA fines Lloyds Bank group £64m for failings
- Redundancies under consideration at Merian
- Protection provider restarts medical exams
- Chartered Planner Fidelius acquires 2 firms
- 14% fail to discuss retirement plans with parents
- Financial Planners to stick with remote working
- IHT tax reclaims double in 2 years
- Ex-pro footballers join new Tilney sports arm
- Defaqto adds video calling to FP software
- Financial Planner holds staff 'away day' in a garden
- CISI Ireland appoints new President
- Planners call for ‘value of advice’ campaign
- Lang cat adds AKG ratings
- DB pension transfer values bounce back
- PFS helps school pupils to 'pick' advisers' brains
- BW warns of 'capacity crunch' in DB transfer advice
- IWP acquires London Financial Planner Clairville York
- Auto-enrolment opt out rate rises to 9%
- 1m more reach Pension Freedom age this year
- 2 new members for Financial Services Consumer Panel
- Fintech launches abridged DB advice service
- £40 M&S vouchers to win in our Survey prize draw
- Frenkel Topping inks third legal firm deal
- FCA launches DB transfer probe into Lighthouse
- Industry split on contingent charging ban
- TPR and FCA warn savers about pension transfer risks
- Only 21% of BSPS transfer advice ‘suitable’ - FCA
- FCA to halt 'most' contingent charging on DB transfers
- Police Mutual set to join Royal London group
- Chartered Planner offers fee free help during pandemic
- Investors pump £4bn into funds in April
- FCA to survey 13,000 firms on Covid-19 resilience
- Gazard to become CEO at Quilter Financial Planning
- Treasury minister wants swift financial services ‘bounceback’
- 2 in 3 advisers expect rapid recovery post-virus
- FOS reports 117,000 fewer complaints
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- Perceived barriers prevent 2 in 5 accessing advice
- FCA bars 4 Cypriot firms for CFD scams
- Barnett Waddingham promotes 9 new partners
- Planners 'increase client risk tolerance and reduce anxiety'
- IWP appoints Chartered Planner to head Cornish hub
- Schroders Personal Wealth prioritises vulnerable clients
- Empathy is 'most valuable' element of adviser service
- Financial Planning fees decline at AFH as Covid-19 hits
- Mattioli Woods maintains acquisition strategy
- FCA names 8 insurers for biz insurance test case
- Stalled £45bn Tilney-Smith & Williamson merger back on
- 1 in 4 ‘paused’ firms to resume trading soon
- Warning that HMRC is re-starting tax probes
- Cashflow Modeller added to Selectapension tools
- Just 2% of investors baled out during pandemic
- Industry experts to advise MAPS on strategy
- PFS welcomes FCA's deferral of CPD rules
- Losses rise at Charles Stanley Financial Planning arm
- Advance by Embark platform joins Origo hub
- New chairman at adviser network Openwork
- Senior exec reshuffle at wealth manager Brown Shipley
- SJP gross inflows slow as Covid-19 bites
- M&G buys Ascentric platform from Royal London
- 4 in 10 to use savings to cope with pandemic
- Planner uses 3D printer to make PPE for carers
- 5.2m impacted by Covid-19 financial scams
- Over-55s taking smaller equity release sums
- 31% of over 65s worried about retirement income
- Schroders' Financial Planner adds 2 experienced hires
- Editor’s Column: Pension Freedoms or Pensions Fiasco?
- Wealth managers ‘likely winners’ post-lockdown
- Jupiter shareholders back £370m takeover of Merian
- Succession exec joins Mattioli for Financial Planning push
- AJ Bell to add DFMs to adviser platform
- PFS urges 4 month waiver on PI during pandemic
- FSCS sets aside £44m for LCF claims
- Edinburgh private bank hires new Financial Planning director
- GDP to slump -8.6% in 2020 before rising strongly in 2021
- Chartered Planner joins Fairstone buy-out scheme
- Ninety One reports 11% pre-tax profit rise
- CPI inflation sees large fall in April to 0.8%
- Women face greatest ‘financial stress’ from Covid-19
- ‘Lingo Bingo’ heralds Paraplanner virtual coffee mornings
- Momentum Pensions hires Robertson as new CEO
- Pension Freedom cash ‘fuelling’ savings account surge
- FSCS declares 12 firms in default in April
- Pension savers fear retirement plans at risk
- Carey wins historic ‘Adams’ SIPP investment case
- Financial providers launch £100m Covid-19 charity fund
- 2,800 PFS members are furloughed
- 63% of Millennials interested in financial advice
- Editor’s Column: Value of Financial Planning income growing
- Invesco revamps UK equities as Barnett exits
- 2,500 CII members shift to online exams
- Ex-Pensions Minister questions future of Triple Lock
- 69% of advisers to review investment strategy
- Platforms ‘resilient’ despite 12% drop in AUA in Q1
- Openwork plans 5 year tie-up with Embark Group
- Hargreaves warns its FSCS levy could double to £13m
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- 7 in 10 see share price falls as investment opportunity
- Pension transfer quotes plummet by a third
- Brewin Financial Planning income soars 30%
- Huge ignorance of State Pension deferral benefit
- EQ Investors launches passive ESG fund range
- Planners move beyond cost comparison for platform selection
- FCA issues scam warning about ‘scam help’ website
- Tenet buys 4th advice firm in 6 months
- Financial Planner Progeny expands in Scotland
- New enquiries up 24% at global financial adviser
- Talbot and Muir launches ‘bespoke’ webinars for advisers
- Nearly 50 pass new-look CISI Financial Planning exam
- Hong Kong regulator contender for FCA CEO - reports
- First 2 Financial Planners achieve CFP Level 7 qualification
- Investors back UK in March as £10bn exits funds
- Forum launches regulatory timetable grid early
- Bank holds rate at 0.1% amid economic gloom
- Fairstone set to acquire 2 more advice firms
- House-movers leave behind £19.4bn in unclaimed pensions
- Virus-worried Britons plan to see financial adviser for first time
- PSA shifts to Financial Planning as it exits Master Trusts
- SBG launches Covid-19 ‘bounceback’ hub
- FSCS warns many LCF claims will be rejected
- PFS launches online money lessons for teens
- LV= pays out £2.5m on 300 Coronavirus claims
- Kingswood closes deals to buy 2 US firms
- Trust in UK financial services ‘low’ - global survey
- Digital IFA 'disruptor' offers free advice to NHS staff
- Editor’s Column: So how are you doing?
- Embark unveils 2 new brands after platform takeover
- Research reveals trackers can be cheaper than ETFs
- CII offers Covid-19 learning discounts to members
- National IFA recruits 4 advisers as business grows
- FCA to take legal action over business insurance concerns
- FSCS opens door to compensation claims on 12 failed firms
- Free job help from FP Today for financial professionals
- 1 in 10 dipping into pensions early due to virus
- CFP professionals to offer free consumer money guides
- SJP holds back dividend to brace for Coronavirus
- STAR initiative searches for new chair as McPhail exits
- NEW: My WFH Day with David Inglesfield
- LV= reports rise in demand for fixed term annuities
- Wealthy investors stick to stocks despite Coronavirus
- TPR cautions against pension transfers during virus crisis
- Liberty SIPP goes into administration
- Pensions group STM planning more UK acquisitions
- Male and female pension savers 'different' during virus
- Financial Planner Progeny adding 9 more staff
- FCA freezes assets of ‘adviser’ accused of social media pushing
- More providers accepting e-signatures - Hub
- Aberdeen Standard launches Global Mid-cap fund
- SJP carries out 1 in 10 pension transfers - report
- ABI estimates £900m in Covid-19 business payouts
- SimplyBiz founder Davy to move to deputy role
- Editor’s Column: More mini-bond misery but why?
- Embark Pensions reports 14% rise in clients
- £45m mini-bond firm collapses after £236m LCF failure
- CISI offers to repay victims of website attack
- Treasury relaxes pension rules for more retired key workers
- Fairstone adds 2 firms to buy-out programme
- FCA extends regulatory reporting deadlines
- Average equity Isa fell 13% in 2019/20 tax year
- Schroders' Financial Planner adds 11 regional offices
- FCA may intervene in PI market if it falters
- Client numbers rise 22% at AJ Bell
- Advisers quitting pension transfers hits Gold Standard
- IA suspends divi rules for equity income funds
- Chase de Vere warns about scam attack
- CPI inflation down from 1.7% to 1.5%
- FCA grants extra 12 months to pass exams
- Transact funds fall by 11% in Q1
- Room for better platform service - survey
- Free fintech handbook on coping with Covid-19
- Quilter more cautious on platform migration
- International gang may have hacked CISI website
- Morningstar reveals winners of 2020 UK Fund Awards
- Financial advice clients and turnover up in 2019
- FCA says no ban on e-signatures
- Consumers saving more and spending less
- 1,000 may be hit by CISI website fraud attack
- Editor’s Column: Testing times for even the best planners
- Brewin funds fall 15% but advice demand up
- NS&I drops cuts to variable savings rates
- ABI urges pension savers to avoid panic
- Chancellor extends RPI consultation to August
- Financial complaints soar to over 6m - FCA
- Openwork launches adviser-focused Coronavirus hub
- Quilter Cheviot boosts investment team with 4 hires
- Coronavirus pension fears highest for 55-64 age group
- Jupiter upbeat despite £2.3bn net outflow in Q1
- CII extends President’s term during crisis
- Leading advisers support female wealth network
- Financial services sector set to slump - CBI survey
- CMA orders in-depth probe into FNZ/GBST merger
- GAM speeds up redundancies and cost-cutting
- 30% of new PFS graduates are women
- Coronavirus hits pension transfer market
- Compliance firm offers 90 days free access
- Dynamic Planner launches Coronavirus guidance hub
- SIPP pioneer dies of Coronavirus at 82
- FCA to launch daily email alerts on Coronavirus
- SIPP firm brings forward e-signatures plan
- TPR gives employers limited AE flexibility
- CII to provide free personal finance study texts
- FCA bans adviser who cheated £4.5m from victims
- Lloyds Bank Group directors waive bonuses
- FOS confirms max comp to rise to £355,000
- Brown Shipley creates new East Anglian hub
- FCA delays raft of pension rule changes
- Consultation on Pension Dashboards is deferred
- Pension firm: 1 in 3 clients to take a lump sum
- Advisers warming to centralised retirement plans
- PFS backs FCA action to keep lid on fees
- FCA to freeze fees for smallest 71% of firms
- CII guide to helping talented autistic people find jobs
- Warning on damage to pensions of RPI move
- Senior Managers must consider ‘emerging risk’ from virus - FCA
- Quilter to expand telephone ‘Financial Planning’ service
- Editor’s Comment: Time to reform FSCS levy is now
- FCA warns over Smith & Williamson clone scam
- DFMs need to improve client onboarding - survey
- 3 in 4 can cope with temporary drop in income
- Trade body launches two day ‘virtual’ conference
- FSCS to accept Berkeley Burke SIPP claims
- Savers shifted £1.4bn into funds in February
- Revealed: scale of plunging fund performance in March
- FOS to use £24.5m of reserves to freeze levies
- £7m SIPPS investment adviser is banned
- PFS backs FCA action on 10% drop letters
- Welcome for FCA relaxation on 10% drop letters
- Regulators urge savers to avoid pension panic
- Ascot Lloyds snaps up East Anglian planner
- FSCS pledges LCF probe will continue
- Altmann praises Govt for pension protection package
- Financial adviser says demand for wills up 76%
- Chartered Planner backs online finance lessons for kids
- PIMFA revamps executive team structure
- CMA blocks FNZ purchase of GBST
- Pension Freedom withdrawals falling says AJ Bell
- CII publishes Coronavirus support guide for members
- PFS says some will miss out on self-employed package
- Editor’s Comment: Time to look forward
- Lang cat offers free Covid-19 platform updates
- FSCS declares GPC and 14 other firms in default
- 1 in 5 Britons have no ‘rainy day’ savings
- Marcus launches fixed rate savings account at 1.45%
- Mattioli Woods CEO waives £1.1m salary
- Delay to new pension transfer rules ‘very disappointing’
- PFS wants Govt help to keep planners working
- Firms to get capital adequacy 'flexibility'
- Regulators allow companies to delay accounts
- FCA cuts fine on SIPPs pension adviser
- Advice firm urges Treasury to delay ISA deadline
- Transact asks for patience as staff shift to home working
- CPI inflation rate falls by 0.1% to 1.7%
- Update: Easier access to Coronavirus updates
- Ex-Pensions Minister urges help to rebuild pensions
- CISI flagship Paraplanner Conference moved to September
- FCA rules out short selling ban
- CII and CISI cancel exams for at least 1 month
- Exclusive: Q&A with ex-IFP CEO Nick Cann CFP
- Tilney hires new Financial Planner for Edinburgh team
- Govt launches Coronavirus £5m loans for SMEs
- FCA tells firms to delay preliminary financial statements
- PIMFA to meet weekly with FCA over virus
- Editor’s Comment: A calm voice in a storm
- Coronavirus-linked fraud up 400% in March
- Law firm seeks judicial review of LCF bond debacle
- Bank of England cuts base rate from 0.25% to 0.1%
- LV= returns to profit after restructure
- Powwow initiatives to help cope with Covid-19
- Tavistock secures £650,000 in new investment
- Tax advice review will cover financial advisers
- Prestwood staff ‘keep calm and carry on’
- NEW: Latest Financial Planning Today magazine out now
- PFS axes all Q2 events to protect staff and members
- Govt delays IR35 tax changes to 2021
- Profits up at Curtis Banks but uncertainty ahead
- Four property funds suspended by managers
- PFS and CII cancel multiple events and exams
- Sanlam Wealth opens new office in Kent
- O&M MD Miller to retire after firm's sale to Iress
- CMA set to rule on FNZ/GBST merger inquiry
- Fairstone client numbers up 10% to 65,000
- SIPP firm backs Victoria’s world-record row attempt
- HMRC to axe paper Self Assessment returns
- Schroders’ CIO sees opportunities for brave investors
- Ninety One float goes ahead despite turmoil
- Quilter targeted by ‘clone’ scammers
- Chartered Planner warns CGT costs up 400%
- Investec AM scraps part of IPO offer due to turmoil
- Editor’s Comment: What the Chancellor didn’t say…
- Just plans ‘disruptive’ advice arm for ‘Middle Britain’
- RPI axe could be ‘seismic’ for pension schemes
- FCA to regulate pre-paid funeral plan market
- Quilter plc plunges to £53m loss
- Budget 2020: Entrepreneur’s Relief cut could boost pensions
- Budget 2020: Welcome for revamp of pension taper
- Budget 2020: NI threshold up but income tax rates frozen
- Budget 2020: FSCS and FOS may be extended to Gib
- Budget 2020: JISA allowance jumps to £9,000
- Budget 2020: Full text of Chancellor's speech
- Budget 2020: Chancellor scraps 2% cut to Corporation Tax
- Budget 2020: £30bn package to help business beat Covid-19
- Bank of England cuts base rate from 0.75% to 0.25%
- Advisers getting better pensions service - survey
- M&G set to cut 10% of jobs to boost sluggish profits
- Budget 2020: Sunak to deliver first Budget today
- Planner Casebook: Fixing problems with a windfall inheritance
- Sanlam expands Harrogate office with new appointments
- Standard Life Aberdeen reports 10% fall in profits
- Defaqto takeover spurs growth in SimplyBiz revenue
- FPSB aiming for 250,000 CFP holders by 2025
- Aon to buy rival Willis in £23bn deal
- Women face retirement with 39% less than men
- Coronavirus fears push up pension transfer values
- Private equity firm completes £91m Harwood takeover
- FCA launches review of market data and analytics
- Editor’s Comment: Why clients are getting real about pensions
- More pension savers expect to be 65+ before retiring
- Openwork and LV= back CII drive to improve female lives
- AFH set to return to adviser acquisition trail
- TUC warns 6.3m missing out on workplace pensions
- Tilney hires Financial Planning partner to boost London office
- Aviva reports 6% profit increase as costs are cut
- Paraplanner Kimberley wins PFS Fellowship award
- Trustee firm director fined £10k for pension failures
- FSCS declares 30 firms in default in 3 months
- FCA tells firms to ready Coronavirus contingency plans
- 85 out of 100 advisers recommend the profession
- Record 77% of employees in auto-enrolment pensions
- Life expectancy rises after years in doldrums
- Guernsey Finance selects new chief executive
- Morningstar to acquire PlanPlus and FinaMetrica
- Platform pioneer Selftrade rebrands and boosts SIPPs
- Exclusive: North East Planner set for employee ownership
- Investec AM float set to be worth up to £2.2bn
- US fintech firm completes acquisition of FundsLibrary
- PIMFA questions whether FCA is ‘fit for purpose’
- Clients over-estimating lifespan as longevity rises stall
- Kingswood adds 3 senior hires for expansion move
- Pensions expert warns against early rise in ‘Freedom’ age to 57
- Aegon welcomes ‘back-door’ auto-enrolment boost
- Editor’s Comment: Fees and me
- And next up, the Financial Wellbeing news…
- Nottingham adviser firm adds 5th PFS Fellow
- FCA mulls rule change on illiquid assets in funds
- Jupiter suffers 11% drop in pre-tax profit
- 1 in 5 in the dark about their pensions
- Chartered Planner Justin interviews TV celebrity for podcast
- Profits slump at SJP after ‘challenging’ year
- Openwork hires ex-Rathbones boss as new CEO
- Jupiter launches European Smaller Companies Fund
- UK CFP numbers slip as global total nears 190,000
- MAPS names leaders tasked with raising financial wellbeing
- Embark picks new pensions CEO as 2 execs leave
- FCA apologises after confidential data breach
- RLAM hires from Janus for new sustainable equity fund
- Pension Freedom users risk cash running out - ABI
- Carey Pensions is relaunched as Options
- NOW Pensions calls for all workers to be auto-enrolled
- New PFS pathway for 15,000 potential financial advisers
- Passive funds dominate platform sales in Q4 2019
- Editor’s Comment: Is Vanguard the new investment ‘Aldi’?
- Changes to Twitter updates for Financial Planning Today
- LEBC in ‘buoyant mood’ despite losses and turnover slump
- Govt may expand dormant assets scheme to investments
- Quilter platform cuts charges for family investments
- 58% of older clients want advice on retiring early
- PFS joins Armed Forces charity body serving 6m
- Schroders PW to be ‘top 3 Financial Planner’ by 2023
- 2 online D2C firms combine to reach 570,000 investors
- Investment manager IPS merges with Financial Planner
- Surprise jump in CPI inflation from 1.3% to 1.8%
- Franklin to buy rival Legg Mason in £1.15 trn tie-up
- Two new firms join CISI's Accredited elite
- Vanguard launches SIPP capped at £375 annual fee
- Hartley snaps up 4,000-client failed Sipp firm
- New Chancellor confirms 11 March Budget date
- Investec AM staff to own 20% of shares after IPO
- FCA concerned about growth of ‘high risk’ investments
- Old Mutual International rebrands under Quilter name
- NS&I cuts savings rates and Premium Bond prizes
- New evidence PFS members hit by huge PI increases
- Investors suffer £43.9bn wasted in ‘dog’ funds
- FSCS makes first payouts of £2.7m to LCF victims
- Jupiter set to swallow Merian in £370m deal
- Investment Association appoints Skeoch as new chair
- Editor’s Comment: Goodbye to a Chancellor…and autonomy?
- RBS set to rebrand under NatWest name
- 3,000 download PFS template after call to action
- Industry hit with £540m in FCA penalties in 2019
- Bristol insurance broker launches Financial Planning arm
- Shock as Sunak replaces Javid as Chancellor
- Pensions transfer values pick up in January post-election
- FCA appoints interim director of strategy and competition
- Royal London mulls selling off platform Ascentric
- Financial Planner celebrates women becoming majority of staff
- Sandringham unveils buy-out scheme for retiring planners
- Fall in percentage of successful SIPP complaints
- Private equity firm AnaCap buys platform Wealthtime
- New international SIPP launched for UK expats
- Aegon’s Cameron warns against pension tax relief cut
- 2 in 3 couples failing to get retirement planning advice
- CEO of disabled charity jailed for pension fraud
- CISI flagship Paraplanner Conference shifts to London
- PFS urges advisers to lobby MPs over soaring FSCS levy
- Platform 'engine' FNZ acquires business from Irish Life
- Chase de Vere hits back at incentives criticism
- Free due diligence service sees 1,700 requests in first year
- TPR to shake up trustee rules to protect pension savers
- Independent Wealth buys Scottish Financial Planner AGL
- Editor’s Comment: Pensions ignorance is unforgivable
- 16m saving into master trust pensions says TPR
- 56% of workers 'concerned' about retirement savings
- Hargreaves increases share sell off to £550m
- Peter Hargreaves to sell £500m of HL shares
- TISA and Altus launch vulnerable customers' tool
- FCA board re-shuffle sees 2 new directors
- Tracker fund inflows hit record £18bn in 2019
- Fintech to launch 'revolutionary' cash flow tool upgrade
- St James's Place appoints 2 female non-exec directors
- lang cat launches platform due diligence tool
- Defaqto extends Star Ratings to digital wealth products
- Curtis Banks urges protection for pension tax relief
- Brown Shipley hires experienced planner as client director
- Independent Wealth Planners acquires Chartered firm
- 84% of IFAs fear contingent charge ban will hit DB advice
- LV= revamps pension charges to favour £100k+ clients
- More than 4,200 take CFA exam in UK
- £2m grant to fund Scottish crime-busting reg-tech firm
- Chartered Planner HFMC acquires London wealth manager
- 1m miss 31 January tax return deadline
- 59% are interested in financial advice careers
- Woodford fund set to re-open on 13 February
- Tax experts warn of HMRC Marriage Allowance error
- Editor’s Comment: The St James's Place juggernaut
- SJP recruiting 100 advisers a month as total nears 4,300
- 31m to get National Insurance tax cut in April
- Nutmeg notches up 80,000 clients and £2bn AUM
- PFS celebrates contribution of regional volunteers
- FCA says no change to rules as UK leaves EU
- MPC votes by majority to hold base rate at 0.75%
- 1 in 4 over 55s fear never being financially independent
- Quilter set for major 're-platforming' shift in February
- Advisers urge Pension Dashboard priority this year
- 14,300 halt their State Pension in 2018/19
- 53% of younger savers prefer robo to human advisers
- First payments from failed Woodford funds due
- Robin Beer to replace retiring Nicol as Brewin CEO
- Transact hit with unexpected £4.3m VAT bill
- Drawdown returns beat annuities since Pension Freedoms
- SimplyBiz revenue jumps 24% after Defaqto takeover
- Transact founder sells £40m of shares to set up charity
- MAPS names Caroline Siarkiewicz as new chief executive
- Fairstone adds nearly 3,000 clients with two takeovers
- CFP pioneer Jervis is new East Midlands CISI President
- PFS reveals number of Chartered Planners close to 7,000
- Charles Derby is latest to rebrand under Quilter
- FCA apologises after being hit with TPR fine
- LV= revamps critical illness cover after adviser feedback
- Editor’s Comment: The grim news about Generation X
- LEBC recruiting after axing 50 jobs in 2019
- Treasury appoints Woolard as interim FCA chief executive
- Only 8% of middle aged savers see an IFA regularly
- FCA and Bank of England set up new AI forum
- 34% of Pension Wise users see a financial adviser
- 40 complaints about CMCs from advisers in one week
- VitalityInvest hires ex-MetLife exec for growth plans
- Transact adds new platform features as prices cut
- Albert Goodman moves to bigger office in Somerset
- Industry backs MAPS plan to improve UK’s financial wellbeing
- AJ Bell reports customer numbers up 4%
- CMC goes into liquidation after losing FCA fine appeal
- FCA urges caution over suspected fake databases
- Aviva chairman Montague to retire this year
- FCA warns on ‘excessive’ adviser fees
- Investor to pump £5.6m into Unbiased to spur growth
- Cashflow tool CashCalc to add new features in 2020
- MAPS' 10 year plan to transform UK’s financial health
- Old Mill hires Chartered Planner for wealth team
- Takeover of Harwood Wealth moves to shareholder vote
- 30 advice firms quit transfer market as PI woes worsen
- AFH profits up 82% as Financial Planning demand grows
- Editor’s Comment: So is it all over for the robo-advisers?
- National planner Perspective recruits new chairman
- 75% of adults want face-to-face financial advice
- Top 10 tax excuses and dodgy expense claims - HMRC
- PIMFA urges FCA to reform 'unsustainable' FSCS levy
- FCA clone firm warnings up 400% in 5 years
- Brown Shipley parent firm rebrands as Quintet
- Defaqto launches new pension switching tool for Engage
- FSCS levy to soar by £87m to £635m in 2020/21
- CPI rate drops from 1.5% to 1.3% in December
- Sesame Bankhall appoints Aviva ops director as CEO
- Former Pensions Minister Steve Webb joins LCP
- Robo-adviser Moola to close doors in February
- PFS launches campaign to weed out rogue CMCs
- Atkinson appointed chairman of CISI’s Paraplanner forum
- FCA to return £2.5m to UCIS ‘land banking’ victims
- AJ Bell launches low-cost Retirement Investment Account
- SJP drops acquisition of Irish Financial Planner
- Consultation on future of RPI to begin on 11 March
- Older savers shun consolidation of multiple pensions
- Quilter buys London-based national IFA firm Prescient
- Financial services set for recovery - CBI/PWC survey
- Wealth manager launches £500 flat fee advice service
- LIBF unveils new Level 4 Diploma in Paraplanning
- FCA freezes £1.3m in assets at ‘unauthorised deposit takers’
- Vanguard considers entering UK financial advice sector
- New Premier Miton group sees £222m in outflows
- Investors back UK funds with trackers growing strongly
- Only 14% of divorcees are splitting retirement assets
- FSCS disappoints nearly 300 LCF investors
- FCA plans sweeping reform of cash savings market
- Best performing investment company sectors of decade revealed
- PFS questions FCA’s ‘data-driven’ regulation plans
- Pension Dashboard moves ahead as Bill returns
- Lumin ready for more takeovers after London planner buy
- Woodford IM to be ‘re-shaped’ after £14m dividend payments
- Timelineapp to sponsor Chartered Planner’s podcast
- Business protection ‘opportunity’ for advisers in 2020
- FCA to become ‘data-driven’ regulator in 5 year plan
- Defaqto launches guide to Pension Freedoms and risk
- Chancellor to unveil first post-election Budget on 11 March
- Tenet launches new south east hub after two takeovers
- Private equity fund to boost expansion at Perspective
- Two providers launch ‘first’ European medical cannabis fund
- Client referrals and extra staff top adviser 2020 growth plans
- More than 600 convicted in 2019 for tax crimes
- Tech bounces back as best performing sector of 2010s
- Quilter to return £375m to shareholders after life arm sale
- 80% of millennials want responsible investing - survey
- Happy New Year from Financial Planning Today!
- Money woes cause sleepless nights for 1 in 3
- LV= nets £1bn from final sale of GI business
- LEBC launches ‘bionic advice' service via new app
- More young women than men opting out of pensions
- Altmann urges standardised annual pension statements
- Former IFP CEO recognised in New Year Honours
- A very Merry Christmas from Financial Planning Today
- CII appoints new chair of Professional Standards Committee
- TPR authorises the first new master trust
- Revealed: 10 best and worst funds of decade
- People are happiest between ages 65 and 74 - ONS
- Drawdown will ‘fuel’ retirement advice market in 2020
- Goldthorpe warns PI problems will overshadow 2020
- Wealth manager Kingswood buys Californian advisory firm
- Global group to buy Financial Planner Harwood for £91m
- Fintech Gaudi recruits 3 big hitters including ex-Elevate MD
- FCA wins £170k court order against investment fraudster
- Mattioli Woods buys Chartered Planner firm for £1.6m
- FCA’s Bailey becomes new Bank of England Governor
- LV= hires senior Zurich executive as interim CEO
- Fintech firm claims first fully electronic pension transfer
- Robo-adviser Nutmeg’s CEO leaves the business
- MPC votes 7-2 to hold base rate at 0.75%
- Government announces new Financial Services Bill
- Dean Mirfin steps down from Key after 22 years
- Guy Opperman retains pensions minister role
- FCA reveals second fine on a CMC this week
- Inflation steady at 1.5% despite fall expected
- Transact to trim annual platform charges in 2020
- Transact CEO Ian Taylor to step down in 2020
- PFS welcomes FCA ‘Open Finance’ debate
- Fairstone swallows North East IFA firm Chilli
- FCA imposes first fine on a claims management company
- Advisers could be hit with extra £46m FSCS levy
- Waverton acquires 80-staff London Financial Planner
- High returns low on client priority lists - adviser survey
- Woodford name disappears from Patient Capital trust
- Two new directors for Kingswood after £80m investment
- Tilney expands Financial Planning team in London
- FCA platform deadline will be “challenging” warns ABI
- Chartered Planner firm backs local grassroots sport
- FCA puts move to ban platform exit fees on hold
- Pension Bill likely to return soon after Tory triumph
- Widows hires Mercer exec for Financial Planning pensions push
- Get unlimited access to our digital magazine and website for half price
- 460,000 seek income tax refunds in one year
- Accountant faces court over alleged auto-enrolment failure
- FCA warns about scam ‘authorised’ bond firm
- Improvement in life expectancy slowing quickly - ONS
- LV= chief executive Rowney exits after 13 years
- SJP acquires Scottish financial adviser and admin firm
- More than 1,000 join new PFS e-mentoring scheme
- Progeny acquires female-focused Financial Planner
- Falling life expectancy helps cut DB scheme deficits
- Number of DB transfers falls as values slip
- Wealth manager reveals new MD and senior exec shake-up
- Standard Life Wrap cuts charges in pricing overhaul
- Technology & Media is top performing AIC sector in 2019
- Transact adds Timeline data integration facility
- 7IM co-founder Justin moves to ambassadorial role
- Expert attacks failure to include appointed reps in SMCR
- Fear of contagion as second property fund suspended
- Older client opportunity ‘wasted’ without a new approach
- Education is ‘best way’ to close the retirement gap
- Planner Casebook: A complex divorce case with a twist
- Bond fund sales boost monthly inflows to £2.5bn
- Financial Planner Paradigm Norton unveils 'Leadership Academy'
- Financial advice helps tackle client ‘over-caution’
- M&G suspends £2.5bn property fund as withdrawals leap
- AJ Bell profits soar as £10m charity plan unveiled
- Pensions fuel 9% rise in household wealth over two years
- FCA says firms must protect clients against business disruption
- 546 firms report MiFID II errors to FCA
- Financial advisers guide 230,000 DB transfer clients
- Kames Capital brand to be scrapped in 2020
- CII relaunches Society of Mortgage Professionals
- Vanguard unveils actively-managed emerging markets bond fund
- Nearly 100 new graduates from SJP Academy
- AIC renames utilities sector as part of shake-up
- Talbot and Muir buys The Pensions Partnership
- Tilney boosts Financial Planner team in Scotland
- Financial Planning ‘reality gap’ for HNW savers
- FCA wants more details of directors as SMCR looms
- 34 planners join 1825 as GT deal completed
- CFP professionals double globally in 15 years
- Warning as savers riskily stash millions at home
- TPR publishes new investment governance rules guidance
- Chartered Financial Planners honoured at PFS Awards
- PFS CEO: 'fantastic' conference defies doomsayers' predictions
- PFS: DB transfer mis-selling scandal under way - panel
- Two thirds confused over retirement income - SJP
- Quilter Investors appoints new managing director
- Planners' human touch will beat the advice robots - futurologist
- PFS membership reaches 40,000, conference hears
- XPS Pensions Group acquires advisory firm
- Post-merger Premier Miton firm has £6.6bn assets
- Exclusive: Serenity Financial Planning makes new acquisition
- Xafinity SIPP/SSAS tops 2,000 commercial properties
- Beaufort Financial expands network with wealth manager
- FCA gets £290k confiscation order against convicted fraudster
- The Pensions Regulator's auto-enrolment director steps down
- Brewin Dolphin grows Financial Planning income 12.2%
- PFS 'Futureproof' Financial Planning Conference gets under way
- Global CFP body issues first vulnerable client guidance
- Fairstone acquires North West wealth manager
- Nucleus adds trading enhancements in platform boost
- PFS conference aims to 'Futureproof' firms
- FCA to ban marketing of controversial mini-bonds
- Chartered Planner lucky to be alive after heart treatment
- Financial adviser jailed after stealing £600k from own family
- Firm appoints new Financial Planning leader
- Labour plans to spend £58bn compensating WASPI women
- CII plan to end female pensioner poverty unveiled
- Conservative Party Manifesto makes multiple pension pledges
- Industry gives muted reaction to Conservative manifesto
- Brooks Macdonald makes £39m acquisition
- Details of NHS pensions overtime tax fix emerge in letter
- Financial Planner appeals for charity fundraising partnerships
- Planner attacks Labour manifesto over self-employed 'impact'
- Dame Helena Morrissey to join SJP as non-exec director
- Paraplanner launches platform cost comparison tool
- FSCS declares 35 firms in default in 3 months
- Labour promises maximum State Pension Age of 66
- FSCS receives 733 claims against Berkeley Burke
- Financial Planning firm recruits 3 new Paraplanners
- Children’s nursery and director fined £8,200 for misleading TPR
- CFA UK to launch new ESG investing qualification
- Embark acquires Zurich's platform business
- FCA fines Henderson £1.87m for client failings
- Competition Authority launches financial services probe
- UBS wealth managers predict 'decade of transformation'
- Financial Planner passes 19 exams to reach Fellowship status
- Aviva to invest £1.3bn in 'simplified' 5 division business
- Schroders reveals global retirement savings fears
- CII acts to improve female financial futures
- Firm urges providers to meet ethical investment demand
- 1 in 3 over-50s fear poverty in retirement, survey reveals
- Nearly 5m able to pay for financial advice avoid advisers
- NHS to pay tax bills to get doctors back doing overtime
- PIMFA launches mental and financial wellbeing campaign
- Competition Authority probes FNZ / GBST merger
- CEO pays 'excessive remuneration' to wife to cut tax
- 23% of assets still held in pre-RDR share classes
- VitalityInvest launches product updates for advisers
- Hargreaves selects German firm as adviser fintech partner
- ABI appoints new director of advocacy
- Completed £11.5bn merger sees launch of Premier Miton Investors
- Guilty pleas over workplace pension duty avoidance
- Children's nursery director admits misleading TPR over pensions
- STAR reaches 50 participants as Capita signs up
- AJ Bell launches General Election manifesto wish list
- Equity release drawdown sales 'rise strongly' data reveals
- NEW: Latest Financial Planning Today magazine published
- Quilter Cheviot boosts investment team to 167
- Succession Wealth moves HQ to Birmingham
- CPI inflation drops from 1.7% to 1.5%
- GAM appoints new chief operating officer
- FCA warns staff over 'shameful' state of London HQ
- CISI Planning head Lockie to join global CFP committee
- Nucleus publishes new SM&CR guide
- Trustee admits defrauding disability charity pension scheme
- Pension firm attacks FCA DB transfer review
- Millennials have ‘no clue’ about £4trn IHT risk
- HNW investors ‘cautious but optimistic’, says UBS report
- IFA firm says Farage election ‘pact’ will boost sterling
- IFA and wealth manager makes new senior hire
- Royal London predicts ‘safety first’ party pension policies
- DFM firm achieves £7bn assets milestone
- AFH hits £6bn in funds and boosts revenues
- Advisers sceptical of technology closing advice gap
- Phoenix appoints ex-Aviva boss Briggs as CEO
- Over 50% of adviser queries are on death benefits rules
- First cohort achieves new CFP certification, CISI reveals
- Better educated ‘most at risk’ of pension scams
- Get 12 month Digital Magazine and web access for just £10
- MPC votes 7-2 to maintain BoE base rate at 0.75%
- Transfer values plunge in October but activity up
- Jupiter poaches Schroders director to be new chair
- TPR says 16m now covered by Master Trusts
- Mercer launches all-in-one personal finance dashboard
- FNZ completes takeover of platform rival GBST
- Sesame Bankhall group MD to exit in reshuffle
- Treasury appoints 3 new FCA board directors
- Scottish Friendly doubles AUM with Canada Life deal
- 6 in 10 wealth managers rejecting smaller investors
- Robo-human adviser buys Jargonfree Benefits
- Chartered Financial Planners buy local IFA firm
- Chartered Financial Planners move to medieval office building
- Tenet buys 2 Notts firms to add £25m in assets
- PFS urges FCA action over 500% rise in PI costs
- Half of UK pension savers shun financial advice
- AFH buys Midlands IFA client book in £615k deal
- 3 new members for Financial Services Consumer Panel
- Hunt for new CEO for Heartwood after reshuffle
- Brewin Dolphin completes £40m wealth firm takeover
- Global CFP body selects UK compliance expert as director
- FCA warns over unauthorised advice firm
- Amber Rudd and Nicky Morgan to quit Parliament
- SLA to give 9 months’ paid parental leave
- Europe’s best countries for retirement revealed
- Pension freedoms overtaxation repayments hit £535m
- Pension freedoms withdrawals pass £30bn
- CII halves ‘gender pay gap’ in just 2 years
- Financial Planning Standards Board reveals new chair
- Intelligent Office fintech gains prestigious accolade
- Sackers expands team with 2 new associate hires
- Women dislike financial risk taking, new research finds
- Standard Life Wrap launches IMA technology
- New MD at Informed Choice as Bamford steps down
- Embark acquires ATS platform to add £6bn in assets
- CII aims to get women talking about money
- Wealth managers ‘won’t survive’ unless they digitally innovate
- IA calls for investor protection as Brexit deadline is extended
- PIMFA urges FCA to avoid ban on contingent charging
- Tilney hires new investment management director
- L&G platform names Key as equity release partner
- JM Finn recruits 2 more from Rathbones
- TPR intervenes to improve running of pension fund
- Financial Planner research shows advisers’ personality traits
- Auto-enrolment leads to more young savers, says TPR
- Huntswood hires ex-FCA risk expert Paul Dyer
- Succession Wealth adds £500m funds with new acquisition
- Schroders to manage renamed Woodford Patient Capital Trust
- AJ Bell reveals 13% asset boost in new trading update
- TPR prosecutes children’s nursery over pension failings
- New chair of Treasury Select Committee revealed
- Seneca reports net inflows of £100m+
- Baillie Gifford bond fund marks 20 years
- Financial Planning firm upgrades to new HQ
- Quilter reports ‘strong’ third quarter asset growth
- SJP chief operating officer stands down after 6 years
- HANetf’s initial 3 Funds celebrate first anniversaries
- UBS wealth and asset management profits boost
- FCA warns over asset manager clone firm run by fraudsters
- JM Finn makes directorial hire from Rathbones
- CISI appoints new Jersey branch president
- TISA boosts Open Finance development
- South West-based Financial Planner relocates
- IIC launches SM&CR Essential assessment
- Hundreds volunteer for new financial wellbeing initiative
- 40m UK adults are ‘rolling the dice’ on retirement
- Experts back Boris Johnson’s Brexit deal
- LinkedIn defends policies after boosst.financial clone scam
- Experts strive for better gender equality in financial firms
- Brown Shipley selects new investment director
- FCA seeks compensation for Park First investors
- FCA data shows 4.29m complaints for first half of 2019
- Financial Planning fintech firm launches PROD MiFID II guide
- Tatton acquires Tenet subsidiary in £2.7m deal
- PIMFA 2019: Quilter CEO reveals mental health struggles
- Boosst: ‘How we fought back against clone scammers’
- IFA promotes Chartered Planner as funds top £250m
- FCA wants better disclosure on climate change issues
- State Pension set to rise by inflation-busting 4% in April
- PIMFA 2019: Auto-enrolment could be expanded, summit hears
- PIMFA 2019: Annual Summit opens in London
- Beleaguered Woodford Investment Management to close
- Beaufort Financial partners with North East start-up
- Vanguard launches new low cost UK fund
- SIPP provider Embark Group appoints new director
- Woodford hits back over £3.5bn fund wind-up decision
- Pension buyout deficit falls by £2.5bn since 2014
- Fairstone acquires 2 firms and adds £120m of funds
- Queen’s Speech brings Pensions Dashboard closer
- Financial Planner expands in Belfast with 3 new hires
- FCA outlines latest ‘no-deal’ Brexit expectations
- Chancellor plans to unveil Budget on 6 November
- Blick Rothenberg makes new acquisition
- Labour govt could mean ‘dramatic’ tax changes - planning firm
- Financial Planners brave mud and rain for good causes
- The FCA fines City broker £15.4m for management failures
- PFS recognises nearly 500 new graduates aged 24 to 69
- Wealth manager buys third London Financial Planner
- 1 in 3 pension schemes seeking IFA advice for members
- 90% of advisers want ‘One ISA’ to end confusion
- CISI launches mental health support for members
- FSCS plans to help customers of failed £1bn DFM
- £1bn City DFM firm slumps into administration
- Orbis funds added to Standard Life platform
- Chase de Vere hires ex-Widows manager for Birmingham
- DB transfer complaints spike by 44% in a year
- Sanlam launches US Absolute Return Fund
- FCA urges Ponzi scheme victims to get in touch
- FP Week 2019: Firm reveals initiatives to boost planning
- Transfer values ‘volatile’ over September, XPS data reveals
- FCA warns over Financial Planning firm clone
- Changes at Schroders Personal Wealth as CEO moves on
- Walker Crips launches new fintech firm
- Ascot Lloyd plots 8 more acquisitions this year
- FP Week 2019 gets underway with ‘life goals’ focus
- 73% of pension schemes ‘need to combat climate change’
- FP Week 2019: Adviser offers free Financial Planning session
- Smith & Williamson hires ex-Virgin exec as director
- Firm appoints Chartered planner and breaks £250m funds barrier
- Epiris completes acquisition of James Hay parent company
- State Pensioners set for 4% boost next April
- FCA urges £1.4m scam victims to come forward
- WASPI campaigners lose pension age court battle
- The Pensions Regulator launches new crackdown on schemes
- Experts favour Sajid Javid scrapping Inheritance Tax
- Ethics are ‘viable investment strategy’, says report
- Key Retirement Group reveals rebrand plans
- Standard Life Aberdeen’s Martin Gilbert stands down
- TPR approves Carey Workplace Pension Master Trust
- Profession marks World Financial Planning Day
- HMRC staff disciplined for computer misuse
- CISI 2019: CEO pledges '100%' support for planning
- PIMFA reveals speakers for annual summit
- CISI 2019: Lockie hails 'professionalism' of delegates
- Close Brothers AM makes new senior hire
- CISI 2019: Members to vote on Chartered bye-law change
- CISI 2019: How to fight back against consolidators
- CISI 2019: Financial Planning Awards winners revealed
- CISI 2019: Financial Planners have "extraordinary" gift
- Punter Southall acquires BDO's Employee Benefits arm
- CISI 2019: ‘Planners failing over client focus’ - Rory Percival
- More than 1,100 advisers back Pension Transfer Standard
- Acquisitive AFH to shift focus back to organic growth
- CISI 2019: 60% of clients will fire parents’ planner
- New rules on illiquid assets held by funds
- FCA fines Pru £23.9m for annuity sales failures
- CISI 2019: Financial Planning Conference opens
- Tilney partners with Royal College on NHS pensions advice
- Clifton Asset Management to acquire firm
- Financial Planner raises over £1,000 in charity cycle
- FCA appeals for evidence as Connaught probe opens
- Profession stops £4.5m of fraud a day in H1 2019
- New chairman takes over at Transact parent company
- FCA updates post-Brexit directions and requirements
- Pension savers lose out in £600m ‘tax grab’
- Newsmakers: Richard Allum on Paraplanning and Powwows
- Aviva appoints new senior exec and director
- HNW offshore investment demand outstrips supply - survey
- PFS brands FCA retirement figures ‘alarming’
- Planners launch Institute of Financial Wellbeing
- Becky becomes youngest ever CISI Manchester President
- Succession boosts leadership with 6 senior appointments
- Nearly 50% of pension savers access pots with no advice
- TV and rugby stars to speak at PIMFA Summit
- Invesco launches £1 Model Portfolio Service
- Pensions firms gain Master Trust authorisation
- James Hay hires platform marketing veteran
- Warning as scammers target CISI members
- Close Bros CEO to step down after 10 years
- Advisers must take action as Trust deadlines loom
- Britons hit with record £5.4bn IHT bill
- Kames Capital chief executive stands down
- Sanlam buys Thesis Asset Management
- CII sets out ethical AI and data stance
- Charles Stanley makes new senior hire
- Firm helps students, prisoners and homeless with money guidance
- FCA appoints new risk and compliance oversight director
- RBS selects Alison Rose as CEO and executive director
- L&G signs new introducer agreement with Prudential
- Rachel Vahey joins AJ Bell after leaving Nucleus
- Bank of England holds base rate at 0.75%
- FCA says MiFID II unbundling rules ‘working well’
- FSCS opens to claims against Berkeley Burke
- Tilney and Smith & Williamson confirm £45bn merger
- Mounting claims force SIPP firm into administration
- Octopus VCT launches new £120m fundraise
- Kames Capital launches ‘Corbyn-proof’ portfolio tips
- CPI inflation falls to 1.7%
- Schroders plots Financial Planning ‘price war’ against SJP
- Scottish Widows makes new directorial appointment
- PIMFA fears over MiFID II costs and charges
- AFH buys Northern IFA firm for £3.2m to extend footprint
- PFS appoints Adam Owen as new President
- Eatock returns as Intelliflo CEO as Purdey bows out
- Expanding Chartered Financial Planner makes new hire
- Openwork reports 18.3% increase in profits
- 7IM launches tailored SIPP drawdown option
- PFS reveals growth in membership in latest accounts
- Chartered planner among new hires at growing firm
- St James's Place reacts to 'forgery' claims
- Sanlam hiring spree sees 8 join firm
- AJ Bell launches Pension Freedoms income solution
- 'State Pension income vital' say Pension Freedom users
- CISI unveils new Kenya partnership
- Organisers hail ‘great’ Paraplanners Powwow
- MBO 'to spur ambitious growth' at Chartered Financial Planner
- Kingswood raises £80m to fund acquisition strategy
- AFH buys 2 Southern IFAs for combined £7.2m
- Charles Stanley hires Standard Life asset management exec
- Fairstone hails acquisitions and 'significant' client growth
- Millennials snub wealth managers in favour of fintech - study
- Yellowhammer release as FCA urges Brexit readiness
- CISI launches SMCR Conduct Rules members toolkit
- Paraplanners Powwow begins with a new host
- Firm makes senior Financial Planning hire
- Launch of Financial Planning Today print magazine
- PFS members share Financial Planning best practice
- SJP reviews incentives after ‘cruises and watches’ storm
- FOS receives over 200 complaints against adviser firms
- Rathbones widens High Quality Bond Fund availability
- Aegon Master Trust receives TPR authorisation
- XPS Administration gets top employment award
- Paraplanners prepare for sold-out Powwow
- Timeline integrates with Intelliflo Intelligent Office fintech
- Aegon UK chief executive steps down after 10 years
- Investec makes new senior investment hire
- Survey reveals breadth of Financial Planners’ business
- TPR prosecutes trustee firm director
- Financial Planner slams DWP ‘revolving door’ as Rudd quits
- PFS makes ISA risk plea to advisers and FCA
- Coffey replaces Rudd as Work and Pensions Secretary
- Firm welcomes record number of new trainees
- SJP offers exclusive CII Financial Planning qualification
- Tenet acquires Financial Planner with £58m assets
- Research lays bare state of millennials’ financial wellbeing
- HMRC fines firm record £7.8m for money laundering failings
- XPS Pensions makes new senior risk hire
- SJP celebrates ex-rugby pro as 500th graduate
- FCA reveals Smaller Business Practitioner Panel chair
- MiFID II cost analysis now on Defaqto fintech
- SIPPs firm Curtis Banks boosts profits and assets
- Tilney hires CISI Vice President to expand Financial Planning
- Robo advisers see sharp rise in popularity
- Cost cutting helps Mattioli Woods maintain profits
- RPI measure could be killed off - but not yet
- Beaufort Financial expands with £50m Liverpool deal
- Kingswood buys multi-office Sheffield IFA for £14m
- CISI urges planners to back Financial Planning Week 2019
- Premier to merge with Miton in £11.5bn deal
- Fairstone boosts client numbers by 16% to 57,000
- LEBC pulls DB transfers after FCA review
- NS&I culls 2 bonds from general sale and cuts rates
- CISI reveals first 3 to pass new Financial Planning exam
- Wealth chief execs say regulation is main headache
- 132,000 sign up to Govt’s Help to Save scheme
- Thousands set to attend annual planner conferences
- CashCalc axes Transfer Value Comparator tool
- BlackRock opts for Dynamic Planner fintech for portfolios
- Consumers value adviser honesty most, survey finds
- Financial Planning enjoying steady growth – study
- Wealth manager hails 'strong' ethical portfolio performance
- Financial Planning Today audience increases by 58%
- Quantum Advisory hires new principal consultant
- Transfer values hit all-time high in August
- Planner launches financial and estate planning “missing link”
- FSCS receives 110 claims against advisory firm
- Intelliflo fintech gets FCA nod over Open Banking
- Pension cash 'floods' savings market, study reveals
- Affluent individuals in China to soar to 56m by 2022
- SJP secures Singapore DFM licence
- Prestwood and Intelliflo unveil strengthened partnership
- 7IM makes new senior client-facing hire
- TPR’s authorised master trusts reach 20
- Sanlam buys majority stake in Cheshire Financial Planner
- Openwork's Omnis launches 9 new funds
- AJ Bell defends pension transfer surge as consumer-driven
- Firm pushes for Government pension freedoms pledge
- ‘Ambulance chasers’ must raise advertising standards - FCA
- CashCalc tops 12,000 users for cashflow tool
- Firm makes new HNW hires and opens new office
- XPS launches ‘Competitive Tendering’ for trustees
- TPR fines mystery firm £350k over pension failings
- Advisers take global perspective amid market uncertainty
- Financial Planning tech firm develops DB advice service
- Building an ‘unmatched’ Financial Planning firm
- 45% reconsider post-Brexit overseas retirement plans
- IFA begins expansion of investment arm with new hire
- FOS receives hundreds of ‘ambulance chaser’ complaints
- Growing Sanlam Real Assets Fund celebrates first 'birthday'
- SSAS transfer delay and ‘prohibitive’ costs warning
- CFA launches UK centre as 21,000 complete programme
- Financial Planner absorbs PWS Group and £280m funds
- Aegon launches financial wellbeing guide
- FOS orders Scottish Widows to compensate client
- Altmann ‘outrage’ over State Pension age at 75 plan
- XPS gains Greene King Pension Scheme appointment
- Growing Financial Planner calls for new Chartered recruits
- Firm warns against raising State Pension age to 75
- Tavistock Investments opts for Intelliflo fintech
- Tilney confirms merger talks with Smith & Williamson
- FSCS opens door to claims against SIPP firm
- FCA went after “wrong man” says censured wealth exec
- Investors shun equities as Brexit fears hit spending habits
- FCA censures senior Barclays Wealth exec
- 46% of FTSE 350 DB pensions now in a surplus
- XPS' National Pension Trust gets master trust status
- PIMFA condemns new FOS funding proposals
- Octopus acquires fintech start-up Seccl in £10m deal
- Aegon platform assets rise £12bn to £140bn
- LPAs ‘more important than ever’ claim experts
- Berkeley Burke faces £1m costs court order
- FSCS declares six financial firms in default
- CPI inflation rises to 2.1%
- FCA to phase in Strong Customer Authentication rules
- Quilter Cheviot hires Holmes as MD from Brooks Macdonald
- Close Brothers AM hires Scotland MD
- Smith & Williamson concludes GPC SIPP sale
- Medicash transfers DB scheme to TPT’s DB Master Trust
- Investment companies reach record £200bn in assets
- Quilter adviser school launches fast-track programme
- XPS Pensions Group makes new senior appointment
- FCA approves £206m Saunderson House parent takeover
- Chartered Planner academy sees surge in applicants
- Fears over pension rule that could hit retirement plans
- Positivity in Financial Planning profession, survey reveals
- UK economy heading for 'abyss' warns wealth manager
- Financial Planner hails 'bumper' start to year
- Brown Shipley appoints Financial Planner as new director
- Chartered planner reveals top retirement tips at free event
- SOLLA-accredited Chartered Financial Planner joins Old Mill
- Pension transfer values and volumes increase during July
- Aviva platform maintains ‘healthy’ flows in ‘mixed’ results
- Retiree wins £132,800 in unpaid state pension
- PFS calls for wider anti-scammer campaign
- IFA becomes one of youngest Chartered Financial Planners
- In-house Paraplanner numbers falling - survey
- Benchmark Capital makes new senior investment hire
- 5m pension savers 'at risk of scammers', say regulators
- Government U-turn on NHS senior clinician pensions
- Brown Shipley adds 2 senior investment hires
- Invesco launches 'strictly ESG' ETF
- FSCS and FCA probes launched as firm fails
- Dame Jayne-Anne quits BoE role after 7 months
- Insurance worker jailed for stealing £390k from employer
- Chartered Financial Planner's 5 tips for pension savers
- 7IM boosts assets and profits in latest full year results
- HSBC chief exec John Flint stands down after 18 months
- Oscar-winner talks about money matters to Financial Planner
- MPs demand FCA steps up fight against pension scams
- Quilter sells Old Mutual Wealth Life Assurance for £425m
- Curtis Banks adds Prudential TIP to Your Future SIPP
- 7IM warns against 'best buy' investment trusts
- Iress to update and simplify Xplan fintech
- Tracker fund sales hit all-time record of £5.7bn in Q2
- Financial Planner launches LGBTQ-friendly advice service
- Pension withdrawals pass £2.7bn in Q2 2019
- Bank Rate held at 0.75% as growth forecast slashed
- TPR says small pension schemes ‘must quit market’
- Fintech firm builds team for international expansion
- AJ Bell calls on Javid to ‘radically’ simplify ISA rules
- SIPPs firms 'could be hit' by new FCA policy
- Openwork makes 2 senior hires to support advisers
- FCA clarifies cryptoassets regulation stance
- Financial Planner unveils £1.8m triple acquisition
- KR Group makes new directorial hire
- Sanlam chooses Sustainalytics to advance ESG research
- PFS warns of 'wider implications' of FCA’s pension transfer review
- Pension Scams Industry Group appoints new deputy chair
- FCA sets out plans for contingent charging ban
- Quilter launches new Cirilium Blend Portfolios
- LEBC reveals 17% increase in pension pot values
- Goldman Sachs tops M&A adviser league table
- Political change fuels need for financial certainty
- Brewin Dolphin makes new directorial appointment
- Guy Opperman remains in post as pensions minister
- Now Pensions launches Auto Enrolment Cost Comparison index
- LV= launches 12-month option to Budget Income Protection
- CISI appoints new branch president
- Aegon maps out 5 financial priorities for Boris Johnson
- FCA’s LCF investigation details revealed
- XPS Pensions appoints 3 new partners
- Financial Planner to make new acquisition
- Brewin Dolphin increases Financial Planning income
- AJ Bell assets break through £50bn mark
- Rudd stays at DWP and Javid is made Chancellor
- Pension transfers pass £60bn mark
- Quilter Cheviot makes new investment hires in the north
- Latest Financial Planning Today magazine is published
- PK Wealth makes MPS available to external advisers
- Profession reacts to Boris Johnson Tory leadership victory
- The good, the bad and the ugly: Hammond's record assessed
- Pension schemes falling short of TPR expectations, says XPS
- FCA targets firms’ culture with vulnerable customers probe
- Talbot and Muir boosts assets and SIPPs
- FCA fines Standard Life Assurance £30m over pension failures
- Ex-Royal Marine joins Financial Planning firm
- Jeremy Hunt ‘wins investors’ backing for PM’
- Drawdown investors profit in first 4 years of pension freedoms
- Consumer complaints contradict provider perceptions
- SIPPs firm Curtis Banks launches new client portal
- TPR hails new ‘quick and tough’ culture
- 75% of pension schemes want more data investment
- FCA warning over unauthorised 'financial adviser'
- HMRC ‘clueless’ over pension tax relief fines
- FNZ Group completes acquisition of ebase
- Tilney sets up new Financial Planning team
- Financial Planner makes 2 senior hires from Brown Shipley
- LinkedIn most popular social media among advisers
- Origo reveals 20% rise in pension transfer volumes
- Bank’s Financial Planning arm boosts profits 24%
- Leodis hires for launch of new Financial Planning arm
- TPR to target advisers who help employers ‘dodge’ rules
- FSCS declares 11 failed firms in default
- CPI inflation rate holds steady at 2%
- Ex-Pru Financial Planning director joins digital adviser
- Collingbourne achieves CISI Accredited Planning Firm status
- Investors want active funds and advice - survey
- FCA set to replace Gabriel returns platform
- MiFID II support tool for wealth managers unveiled
- Mental health issues top ‘return to work’ cases for Unum
- New AI-based adviser aims to ‘Spotify’ Financial Planning
- Clifton AM launches passive-active DFM arm
- PIMFA offers members client cash savings platform
- PFS challenges 'alarming' FCA DB transfer data
- 84% of investors unaware of true cost of investing
- Jobs axed at protection challenger Guardian
- ABI names new chair after sudden exit of predecessor
- CII backs diversity and inclusion campaign for profession
- MiFID II concerns top adviser’s list of headaches
- Protection challenger Guardian appoints interim CEO
- Families with ‘multi-retired generations’ to double to 1.2m
- Using a SSAS to help a business move forward
- PFS welcomes new DB transfers guidance
- Wren Sterling acquires Financial Planning firm
- £15m UCIS firms to pay restitution to consumers
- Transfer values and activity stabilise in June
- Smith & Williamson boosts funds and profits in latest results
- 1 in 4 would consider a career as a financial adviser
- Schroders and JUST confirmed as CISI Gold Supporters
- FCA reveals 1,750 whistleblowing allegations in annual report
- Royal London Asset Management makes 2 new ESG hires
- Wealth platform surpasses £2bn assets under management
- New PFS adviser guide to discretionary investments
- FCA warns about overseas ’Financial Planner’ targeting UK
- XPS Pensions Group joins STAR initiative
- 1 in 5 retirees are ‘pensioner millionaires’ study finds
- PFS launches Chartered status promotional toolkit
- Financial Planning firm CEO reveals top client tips
- Royal London backs IHT exemption call for life policies
- Clifton Asset Management launches investment platform
- FSCS reveals how levy will be distributed
- 7IM sustainable balance hits £100m in assets
- 1 in 3 change investments because of social media
- SIPPs investment parking firms go into administration
- Fintech firm launches regulated digital IFA
- Mattioli Woods managing director to stand down
- Pension changes could cause £260bn ‘accounting gap’
- Defaqto releases guide to pensions drawdown
- More than 55% using fintech regularly, poll finds
- FPSB reveals date of World Financial Planning Day 2019
- 3 fund managers pump £39m into Embark Group
- Embark back in profit as client numbers rise 22%
- FCA set to ban retail sale of some crypto products
- Amanda Blanc stands down as ABI chair and Zurich EMEA CEO
- AFH buys Hertfordshire IFA firm in £1.7m deal
- 3 out of 4 UK investors unsettled by political uncertainty
- TPR warns badly-run schemes to improve or consolidate
- Financial Planning fintech app gets FCA approval
- 'Devastated' LCF victims demand 'Government compensation'
- PFS makes changes to corporate Chartered status process
- Woodford fund suspension extended by 28 days
- Brown Shipley makes new senior hire at London office
- Financial Planner sponsors Ronan Keating event in Cambs
- 1825 to acquire Grant Thornton Financial Planning arm
- Financial Planner staff quit office for whole of July
- Chartered planner holds financial education event for 30 students
- Two networks rebrand as Quilter Financial Planning
- FCA reveals new panel chair appointments
- MiFID II impact could be worse than expected, study finds
- Pair jailed for 3 years over £1.4m insider dealing
- AFH to buy 5 more firms as it builds £20m war-chest
- FSCS pays out £473m in compensation over failed firms
- TPR issues new DC investment guidance
- Tributes paid to former ABI director who died suddenly
- Investment Association plans new type of fund
- Acquisitive Financial Planner reports 74% rise in pre-tax profit
- SVM hires former Widows and Fidelity execs as directors
- Tilney recruits Financial Planner from St James's Place
- PFS backs FCA on clarifying advice boundary
- Financial Services Consumer Panel calls for automatic upgrades
- Half of drawdown retirees unaware they can vary income
- Fourth new chair in 2 years for Transact’s parent
- Schroders launches India Equity Fund for UK investors
- DB advice demand ‘strong’ but supply ‘hampered’ says report
- New TPR chief vows to deliver ‘robust protection’
- Treasury to review mini-bond rules after £236m collapse
- PFS launches global e-mentoring scheme
- JP Morgan partners with StatPro on new fintech
- Financial Planner unveils new employee ownership structure
- Advisers prioritise multi-asset performance over brand
- Financial Planner scoops prestigious fintech award
- ‘Digital IFA’ venture hires ex-Accenture exec
- NS&I hits all targets according to latest report
- Openwork firm replaces Woodford in running £317m fund
- FCA fines Bank of Scotland £45m over fraud failings
- Quilter reveals trio of Financial Planning firm acquisitions
- Bank of England freezes interest rates at 0.75%
- Financial Planning group makes new senior acquisitions hire
- Chase de Vere expands personal injury advice team
- Carey Pensions buy makes STM Group immediate £2.7m profit
- Brown Shipley acquires Financial Planner and wealth manager
- Firm hires new head of HNW wealth planning
- Invesco announces plan to launch Model Portfolio Service
- Actuary set to become new Royal London group CEO
- FCA orders probe into Woodford fund suspension
- Paraplanner panel discusses capacity for loss
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- Quilter backs planned ban on platform exit fees
- Tilney expands with senior hire in Scotland
- Expanding IFA makes new hire in Dorset
- Warning as 400,000 Scots fall for financial scams
- Paraplanners head to annual CISI conference
- FSCS declares SIPPs firm in default as 400 customers hit
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- Financial Planner hires new senior adviser to focus on pensions
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- FSCS declares 8 financial firms in default
- FSCS opens to claims against GPC SIPP
- Foster Denovo launches platform and Dynamic Portfolios
- Transfer values near record highs according to XPS
- Tenet reveals North West expansion
- Succession Wealth acquires six advice firms
- £130m SIPPs and SSAS firm slumps into administration
- Quilter completes acquisition of Lighthouse
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- MPs call on FCA’s Bailey to resign over LCF mini-bond 'failings'
- StatPro acquires ESG research and index business
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- Tenet secures Dynamic Planner deal for members
- Cost of reversing state pension rise could top £200bn
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- DWP Secretary Amber Rudd backs Jeremy Hunt for PM
- FCA to host British Steel Pension Scheme events in Port Talbot
- Clifton Asset Management makes wealth manager acquisition
- 39 firms apply for master trust authorisation, TPR reveals
- Openwork’s fund management arm drops Woodford
- Tenet and Tatton seal managed portfolio service deal
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- SLA eyes Grant Thornton’s Financial Planning arm
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- SJP terminates Woodford mandate after fund suspension
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- Chase de Vere profits top £10m for first time
- PlanPlus launches new Financial Planning fintech tool
- SIPPs firm Curtis Banks appoints new CFO
- Quilter Cheviot hires 3 from rival Brooks Macdonald
- Aviva chief financial officer to stand down this month
- Minister confirms 'significant' pension forecast problems
- Experts split over Housing Minister’s pension plan
- SSAS firm Rowanmoor reports 44.4% profits surge
- FCA reveals new rules for P2P platforms
- Fairstone acquires 2 Financial Planning firms
- SIPPs firm Curtis Banks marks 10th anniversary
- Woodford suspends fund ‘until further notice’
- 20% of retirees carry on working, survey reveals
- Altus and Fundscape form new product partnership
- Providers attack minister’s call for early access to pensions
- Growing Barnett Waddingham appoints 7 new partners
- ABI warns that 1 in 3 entering drawdown failing to get advice
- Chartered Financial Planner supports pensions gold standard
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- Chartered Financial Planner sponsors Armed Forces Day event
- FCA approves Proctor appointment as 7IM CEO
- Winners and losers from new State Pension revealed
- IFAs 'wary of advising on DB over complex FCA regulations'
- Financial Planner LEBC launches ‘Gender Pension Gap Guide’
- Tilney makes new senior hire from Brown Shipley
- IRESS launches new XPLAN Prime fintech in UK
- Financial Planner gains simultaneous CISI and CII accreditations
- How podcasts 'can power up Financial Planner marketing'
- Cervello launches new Financial Planning business proposition
- FCA bans broker over ‘dishonesty’ and ‘lack of integrity’
- Financial Planner gains ‘Gold Standard’ SOLLA recognition
- Workers expect to carry on past 68th birthday, study shows
- Tilney strengthens investment team with new hire
- Dynamic Planner forges new fintech partnerships
- AFH boosts funds 68% and increases profits
- UK wealth manager seals US strategic partnership
- Demand for financial advice ‘is not being met’ , says study
- Survey predicts 7% drop in IFAs and wealth managers
- Election and new Referendum on cards as PM quits
- Old Mutual Limited suspends CEO after losing confidence
- 6m Britons would pay for cheaper financial advice
- Women expect £100k smaller pension fund than men
- Govt launches probe into FCA's handling of failed £236m firm
- 600 firms back Gold Standard for DB transfers
- ETFs set for inclusion in IA’s fund sectors
- Sustainable investment pioneer joins Helm Godfrey
- AJ Bell pre-tax profits up 27% following IPO
- CPI inflation rises in April from 1.9% to 2.1%
- FCA freezes investment firm after £1m taken from investors
- ‘Customer is king’ author to speak at PFS PowerLive
- National IFA and wealth manager expands in North West
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- FCA warns about ‘Treasury’ financial firm
- Over £27m lost to crypto and forex scams
- Foster Denovo buys London & Capital’s UK wealth business
- FCA launches podcast as Bailey sets out regulatory vision
- Wrap platform Novia Financial boosts profits 70%
- TPR pressures employer to prioritise pension over dividends
- Brown Shipley boosts Edinburgh office with senior hire
- Financial Planner among 21 firms declared in default
- New hire continues growth for Midlands Financial Planner
- Pensions Regulator launches ‘rapid response’ team
- Jail and 10 year ban for adviser who conned top footballer
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- Close Bros hires HNW MD for Scottish expansion
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- NEW: Financial Planning Today latest issue published
- HL sees client numbers rise nearly 100,000 to 1.18m
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- Wealth planning ‘a broken industry’ expert tells conference
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- Fidelity CEO Anne Richards warns of threats to capitalism
- Financial advice firms narrowing gender pay gap
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- The planning firm owner who made employees the ‘boss’
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- Now Pensions applies for master trust authorisation
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- George Kinder releases new ‘Golden Civilization’ video
- James Hay and Saunderson House boost assets
- £76m pension transfer firms acted ‘without integrity’ says FCA
- Over 260 adviser firms join due diligence hub
- New Financial Planning course includes ‘The Art of Paraplanning’
- 70,000 DB scheme members quitting annually since Freedoms
- TPR slaps McDonald’s pension trustee with £103k fine
- NS&I in talks to add its products to investment platforms
- AIC overhauls investment company sectors
- Chartered Financial Planner Fairstone acquires IFA
- FSCS ‘sorry’ for failed £236m mini-bond confusion
- Bankhall’s new hire to boost Financial Planner relationships
- Lords back Intergenerational Impact Assessments
- Financial advisers get online access to NS&I client holdings
- Financial Planner reveals 2 new partner promotions
- Financial Planner launches ‘Young Leaders’ video initiative
- Brown Shipley makes new senior investment hire in London
- HNW investors ‘optimistic and hungry’ according to UBS
- CII revamps Chartered Financial Planning Firm designation
- FCA, FSCS and FOS launch ‘phoenixing’ working group
- Quilter Cheviot boosts investment management team
- Major changes coming for Financial Planner qualifications
- Financial Planner targets growth after £200k cash injection
- LIBF to recognise financial advisers' SOLLA accreditation
- Interest rate rises could be ‘more frequent’
- Twitter revamp to improve our news and alert service
- Exhibition reveals Financial Planners’ secret lives
- FCA launches intergenerational finance discussion paper
- PFS hires trade press journalist as new comms director
- Aegon selects new global head of ESG
- Wrap platform Nucleus launches new advisory board
- Tilney set for expansion in Guildford with new office
- Advisers react to FCA's RDR and FAMR review launch
- Financial Planning manager gets later life expertise recognition
- XPS Pensions acquires DB scheme firm in £4.8m deal
- FCA launches advice market review amid ‘concerns’
- Advisers reveal infrastructure exposure rise in client portfolios
- Fund buyers favour active management, survey reveals
- Tenet buys Preston IFA firm to expand North West hub
- Financial Planning Standards Board seeks board nominations
- Just Group CEO steps down ‘with immediate effect’
- Financial Planner makes new senior appointment
- SJP funds under management top £100bn as inflows slow
- FSCS keeps door closed to LC&F claims - for now
- FSCS levy drops by £42m but SIPP claims rising
- HMRC’s hi-tech system tracks down more tax evaders
- Brewin Dolphin buys Epoch Wealth Management
- Inheritance taboo costs £80k in unnecessary tax
- Fraudster jailed for £3m corporate bond scam targeting elderly
- Sanlam acquires Thesis including its Financial Planning arm
- Adviser to embark on gruelling charity trek
- Bankhall launches new business workshops for advisers
- Editor’s Comment: Taxman’s IHT greed needs curbing
- Financial Planner shares solution to tricky Chicago expat case
- AJ Bell assets up 8% in Q2 to £47.7bn
- CISI and financial markets body extend education pact
- Surrey Chartered Planner firm promotes staffer to director
- IFA warns 350,000 expats over pensions tax breaches
- McEwan to stand down as RBS chief executive
- IHT grab jumps £164m in one year to £5.4bn
- Protection claim payouts soar to £98m at LV=
- BBC maths guru to speak at CISI Paraplanner Conference
- Failed £236m mini-bond funds £85k Tory MP's private salary
- Transact boosts funds despite ‘background noise’
- Briggs to quit as Aviva UK Insurance CEO as new boss arrives
- Financial Planning author and asset manager release new book
- Baillie Gifford shifts £1.3bn to Hargreaves Lansdown
- TPR warns schemes after 2 new fines upheld
- Tilney expands advice team with new hires
- DFM and wealth manager CEO ‘to stand down’ – reports
- Divorcing millionaires to split £1.9bn in wealth this year
- New FCA data shows 5% drop in complaints
- PIMFA boosts board with 4 new members
- IFA launches investment event to mark expansion
- Financial firm donates £44k to Brexiteer Dominic Raab
- Advisers back DB ‘Gold Standard’, says PFS
- National IFA group signs deal with referral fintech firm
- CISI warns FCA over impact of FOS compensation increase
- Quilter boosts assets despite 'challenging market'
- FCA set to cut A13 adviser fees by 1.1%
- Advisers hail ‘hybrid model’ for Financial Planning
- ‘DB schemes must consolidate’ says top economist
- XPS says schemes must get ‘Pension Dashboard ready’
- Sanlam acquires Newcastle-based Financial Planning firm
- Wealth manager makes new senior hire
- 40% expect to retire later than age 65
- 32% have mental health issues from money worries
- Sesame launches new fintech solution
- Chartered Financial Planner reveals career client lessons
- Hargreaves Lansdown hires inventor to head up marketing
- IFA firm appoints new CFO and head of fintech
- FSCS reveals outgoing CEO Mark Neale’s replacement
- Dynamic Planner training spaces filling up fast
- TSB pledges to refund all transactional fraud losses
- Fears over Halloween Brexit ‘nightmare’ for pensions
- Brewin eyes takeover of Investec Irish wealth arm
- Financial Planning firm boosts advisory team with new hire
- 12,000 savers lose lifetime allowance protection
- Nucleus partners with Rory Percival to launch adviser guide
- Most people underestimate FSCS pension protection, study finds
- CII launches new categories at awards
- Advisory firm opens new Brighton office
- IFA slams Brexit ‘fudging’ and calls for second referendum
- Tilney figures show recovery after 'challenging' assets slump
- Financial Planning firm makes managed portfolio appointment
- FCA fines Standard Chartered Bank £102.2m
- Hargreaves Lansdown to receive transfer from JP Morgan
- George Kinder hosts 'Golden Civilization' event in UK
- CISI 2019 Awards: winners revealed
- 150k views of Standard Life’s fintech solution Techzone
- FCA makes post-Brexit deal with Australian counterpart
- Wealth manager makes new senior investment hire
- BSPS steelworkers to get more FSCS cash
- New DB transfer ‘Gold Standard’ on the way
- Financial Planners’ fears over ‘no fault divorce’
- Chartered Status For Sheffield Financial Planner
- Figures show VCT fundraising highest since 2005/6
- Paraplanner and Chartered Planner launches new firm
- Chase de Vere partners with medical charity
- Freedom of Information reveals pension tax relief ‘scandal’
- New Money and Pensions Service launches today
- Changes at the top for investment management firm
- New CII director praises ‘power of Financial Planning’
- Hargreaves Lansdown launches new global equity fund
- FOS gets new jurisdiction over 'ambulance chasers'
- Increase in auto-enrolment cushioned by tax changes
- Cold call fraudsters jailed for 17 years over £1m investment scam
- Thousands of DFM clients to get FSCS compensation
- St James’s Place joins Protection Distribution Group
- Editor’s Comment: LC&F scandal creates headache for FCA
- NS&I reveals 3-year £305m contract extension with Atos
- Sanlam signs deal with BNY Mellon’s Pershing
- Experts react to Govt green light for Pensions Dashboard
- 6 of 10 biggest stakeholder pension funds underperformed
- Investment Association figures reveal net retail outflows
- Pensions guru creates financial services-themed comic book
- FCA refutes Nicky Morgan's claims over mini-bond collapse
- Dormant assets scheme could be extended to wealth managers
- TPR master trust authorisation window closes
- Transfer values increase ‘substantially’ in March
- Quilter agrees deal to buy Lighthouse for £46m
- 73% want financial advice on major life events
- 'Monumental change' for platforms revealed
- Experts remain wary despite ambulance chaser regulation
- Sesame Bankhall and Aviva in £5m fintech investment
- Nervous retirees seek advice on pension freedoms
- Last-minute ISA investors backing UK funds
- FCA launches probe into failed £236m mini-bond
- 900+ 'ambulance chasers' enter FCA regulation today
- Savers short-changed £40k by auto-enrolment 'quirk'
- CII appoints 3 new members to standards committee
- Financial Planner Quilter sees 200th advice school qualifier
- XPS Pensions Group makes new senior hire
- Scammers target 1 in 10 pension savers aged 50 and over
- Editor’s Comment: Younger generation will reshape profession
- Trustee jailed for plundering company pension scheme
- Brexit: FCA confirms final rules for firms
- FCA bans sale of binary options to consumers
- Financial Planning ‘must keep up’ with new marriage trends
- Financial Planner boosts pre-tax profits by 33%
- Investment experts reveal top tips at RSMR London event
- Mattioli Woods buy Northern Ireland SSAS firm
- FCA fines Goldman Sachs £34m over millions of reporting failures
- 7IM chief executive stands down after 17 years
- Royal London makes new senior appointment
- Win a copy of ‘revolutionary’ Financial Planning business book
- CISI appoints investment manager as new president
- DipPFS Financial Planner, 21, graduates with distinction
- HMRC wins £40m tax avoidance scheme battle
- Hilbert Investment revamps structured product plan
- Tenet Group boosts pre-tax earnings by 13%
- Royal London backs Financial Planning mentoring scheme
- Schroders unveils new Financial Planning leadership team
- Investment firm City Financial slumps into administration
- Welplan reluctantly exits master trust market due to new regime
- Find a new team member from just £99
- STM targets UK SIPPs and master trust acquisitions
- PFS to livestream London ‘PurelyParaplanning’ event
- Chartered Financial Planner hires 6 new IFAs
- 7IM cuts platform fees for HNW individuals
- PIMFA urges FCA to postpone new FOS compensation limits
- TPO London acquisition 'to boost independent advice'
- Private equity firm set to buy IFG Group for £206m
- FCA to introduce UK Benchmarks Register ahead of Brexit
- Changes at the top following pension firm acquisition
- New figures point to drop in pension transfers
- Financial Planner pens new book on 'retireability'
- Editor’s Comment: A shiver down planners' spines
- Smith & Williamson appoints new director
- Bank of England freezes interest rates at 0.75%
- Aegon applies for master trust authorisation
- Royal London hits record £396m profits
- AJ Bell launches two new income funds targeting 4% yields
- PIMFA launches new fortnightly 'Brexit Bulletin'
- FSCS hails 'levy-saving' £300m recovered over 5 years
- ‘No job losses’ in SimplyBiz Defaqto takeover
- FCA backs NAO consumer protection report
- SIPPs firm Curtis Banks boosts pre-tax profits by 13%
- SimplyBiz buys Defaqto in £74.3m deal
- FCA fines UBS £27.6 million over reporting failures
- Standard Life Aberdeen victorious in £100bn Lloyds row
- Quilter Cheviot recruits six investment managers
- Tilney expands team with new hire
- NEW: Latest Financial Planning Today magazine is published
- More than 600 ‘ambulance chasers’ register with FCA
- Serious Fraud Office arrests 4 over collapsed mini-bond
- Record turnout at advice network roadshows
- UK adults reveal financial regrets in new survey
- Growing wealth manager makes new senior appointment
- Firm gains CISI Accredited Financial Planning status
- Paraplanner firm founder Nathan Fryer joins Informed Choice
- Chartered Planner hires from Aberdeen Standard
- VitalityInvest to hand back first year product charges
- Leading law firm launches Senior Manager regime tool
- Pension transfer values rise £5k in Feb before slipping
- Chartered Planner warns investors of mini-bond dangers
- Saga warns £3.2bn cashed out of pension pots without advice
- 330+ firms now covered by Women in Finance Charter
- Platform Report: Industry urges 'level-playing field' on exit fees
- Dorset-based IFA expands with second hire this year
- FCA could axe platform exit fees to boost competition
- Spring Statement: Borrowing boost cuts chance of pension raid
- Spring Statement: UK financial services laws could change
- Spring Statement: Details of Chancellor's plans
- Spring Statement: Growth forecast down but pick-up in 2020
- Number of fund ISAs stagnates after 20 years
- SJP subsidiary recruits Aegon Investments MD as new CEO
- Chancellor to reveal 'muted' Spring Statement today
- Skeoch becomes sole CEO of Standard Life Aberdeen
- RSMR makes board changes to lead expansion
- Platform head Martin Coyle leaves Aegon
- Aviva appoints new head of ESG research
- Pensions Regulator to get new powers over trustees
- Tenet makes new senior hire to recruit firms into network
- Tilney expands advice team with Scottish hires
- Profits up 11% at Quilter but AUM is down by £4bn
- CISI backs new FCA rules on professional bodies
- 57% of Britons don’t know bank balance, research shows
- Financial Planner and wealth manager’s top 6 tax tips
- Editor’s Comment: Time for more Pete Matthews…
- Drawdown cash withdrawals are ‘set to surge’, figures suggest
- 'Shocking' £200k FOS award limit rise comes under attack
- Parents were key 'savings influencers' for 21m Britons
- FCA reveals final rules on financial services directory
- FCA more than doubles FOS award limit to £350,000
- Openwork seeks to close ‘female adviser gap’
- Opting out of workplace pension ‘could cost £542k’
- 57% of women have never seen a financial adviser
- Trustee accused of defrauding disability charity pension scheme
- Money podcaster Pete Matthew seals 7IM partnership
- Aviva results show platform flows down £2.3bn
- FSCS refuses claims against failed £236m mini-bond firm
- Fund management in UK overwhelmingly male-dominated
- Openwork staff raise £7.4m to help disadvantaged kids
- Smith & Williamson boosts Guildford investment team
- Legal & General reports record £10bn in annuity sales
- Pension Freedoms servicing 'below expectations' - survey
- Helping a couple left in limbo with decumulation woes
- Fundsmith tops platform’s adviser-recommended funds
- 360% rise in scam phone calls in 6 months says HMRC
- Under-45 investors want their investments to benefit society
- Brown Shipley appoints first North West regional head
- Warning that 3 in 5 pension wills ‘out of date’
- CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7
- UCIS man gets 6 months for contempt of court
- New guidance body is named Money and Pensions Service
- Ex-Which? consumer champion joins FCA board
- Xafinity cuts SIPP fees and upgrades tech
- Aviva promotes Tulloch to CEO after six month search
- Chartered Financial Planner buys 2-office wealth manager
- Standard Life's 1825 buys BDO's Northern Ireland wealth arm
- Editor’s Comment: Why fearful savers shun investing
- Jupiter hit by £13.7m pre-tax profit slump as CEO exits
- AFH aims to double FUM to £10bn within 5 years
- 4.4m savers reject investing due to fund confusion
- National IFA expands with East Anglia deal
- deVere CEO acquires UAE wealth adviser
- FCA tells wealth managers to improve cost disclosure
- Chartered Financial Planner wins accolade after switching careers
- 2 in 3 baby boomers shun nearly all investment risk
- Accountant used client’s pension scheme as “piggy bank”
- XPS Pensions expands investment team with hires from JLT
- Red-tape warning on smaller family trusts
- St James’s Place tops £1bn profit as partner numbers near 4,000
- Professional pension trustees face new standards
- FCA’s Bailey says MiFID II saving investors £180m a year
- Janus Henderson unveils Absolute Return Fixed Income Fund
- Financial Planner pleads guilty to £235,000 tax evasion
- Sesame Bankhall hires new MD to drive digital services
- Innovative Northern Irish Financial Planners awarded accolade
- FCA plans to return £2.5m to UCIS 'land banking' victims
- Action Fraud warns of £3.2m Instagram investment con
- Curtis Banks unveils new digital SIPP website and adviser portal
- PFS and research firm to boost planner tech knowledge
- Tax take soars more than £3bn in a year, analysis shows
- FCA gives insurance sector clean bill of health despite 'concerns'
- ABI unveils new associate member
- Over 8 in 10 say all DB schemes should offer partial transfers
- TPR reveals organised crime families running pension scams
- FSCS declares 8 firms in default
- Bruno Schroder dies at 86 following short illness
- FCA reveals 3 asset managers breached competition law
- Online 'Howwow' to look at Paraplanner processes
- Adviser satisfaction with platforms is falling – report
- Quilter acquires national Financial Planning business
- Financial Planner firm ties up 33rd acquisition
- Firm launches pay-as-you-go digital life insurance
- TPR grants first new-style master trust authorisation
- Wealth management firm expands with Edinburgh hire
- Tilney partners with symphony orchestra in dementia support
- New Schroders-Lloyds Financial Planning firm to launch in June
- Sainsbury’s Bank joins ABI associate membership
- SJP partner named ’Best Financial Planner’ at awards
- FCA appoints new Financial Services Consumer Panel chair
- Tilney urges pension savers to carry forward allowances
- Ruling could land HMRC with lifetime allowance claims
- Financial Planning firm founder plans next stage of growth
- Pension savers could be hit by six-figure tax bills
- SIPPs ‘vehicle of choice for scammers’ says report
- Life planning guru George Kinder launches new book
- AJ Bell launches new ‘Pactive’ portfolio service
- The Pensions Regulator hails tougher stance
- ISA invests in historic UK heritage site restoration
- New CISI president to ‘extend voice of Financial Planners’
- UK CFPs slump as global numbers soar to new record
- Expanding Foster Denovo acquires Financial Planner
- Thesis expands Chichester office with new hire
- AJ Bell slashes charges on its multi-asset funds to 0.35%
- deVere Group acquires UAE-based IFA and wealth adviser
- Progeny buys 2 more Financial Planning firms
- Cardano Group reveals acquisition of Now Pensions
- Tenet signs 5-year deal with Intelliflo
- Onvestor adds 2 more advisers to referral service
- Sharp fall in UK inflation to 1.8%, ONS says
- STM completes takeover of rival Carey Pensions
- CISI appoints new regional president
- Wanted carbon credit crook running a business in Dubai
- Defaqto unveils new critical illness cover comparison tool
- FCA launches High Court case against digital wealth firm
- Foster Denovo reveals new platform build partner
- Transfer values fluctuate but end January unchanged
- James Hay backs new CISI Financial Planning mentoring drive
- Harwood buys Castleton Financial Planning for £1.6m
- Vitality launches new mental health cover
- Auto-enrolment boosts pension savers to 10 million
- ABI warns of superfunds risk to DB scheme member benefits
- Rudd vows to jail bosses who endanger pensions
- Expanding Progeny buys Scottish Financial Planner
- Firm strengthens DFM capability with Mumford hire
- FCA warns over unauthorised ‘scam’ wealth manager
- Zurich boosts profits in ‘transformative’ year
- Chartered Financial Planners win gold at awards
- Experts react to BoE Bank Rate freeze
- Bank of England holds base rate at 0.75%
- Court fines accountant over ‘deliberate’ pension failings
- XPS Pensions Group makes new senior hire
- Chartered Financial Planners honoured at awards
- 7 new categories added to Defaqto 2019 Ratings
- Openwork appoints ex-AXA exec as chief people officer
- New ABI modelling tool factors in illness and injury
- New Tenet CEO to take over reins as Greenwood retires
- FCA CEO says regulator will become more diverse
- FOS takes on more than 92,000 cases in Q3 2018/19
- Tilney boosts Midlands office with new hire
- Workers over 50 have retirement ‘FOMO’ fears - study
- £197m: the ‘shocking’ scale of investment scams revealed
- Profession's confidence slumps to lowest level for six years
- Director gets 2 year sentence for running illegal £600,000 UCIS
- 18 DFMs sign up to use new due diligence hub
- FCA fines ex-Newton fund manager £32,000
- Mattioli Woods cuts 18 jobs in ‘efficiency’ drive
- Xafinity reports SIPP/SSAS property transactions soar to £86m
- Financial Planning firm slips into liquidation
- Quilter re-platforming hits ‘important milestone’
- FCA publishes new asset management rules
- Wealth manager appoints new CEO and board member
- Record 93% file tax returns by deadline
- Chartered Financial Planner adds 2 key hires
- TPR forces NOW: Pensions to fix admin woes
- Advisers say security drives client behaviour, new survey reveals
- Fears as cost of pension tax relief tops 'eye-watering' £25bn
- FCA warns MIFID II firms to brace for ‘no-deal’ Brexit change
- Wealth manager buys Midland IFA firm for £3.3m
- £236m mini-bond firm goes into administration hitting 14,000
- Aegon director blasts ‘unfair’ £175m FSCS levy
- STM Group boosts risk management with new COO
- FSCS levy to cost financial advisers £175m