Articles
The number of newly-opened complaints about decumulation and pensions in the first half of 2023 was up 20% year on year, according to new data from the FCA.
M&G is to suspend and wind up its troubled M&G Property Portfolio Fund and sister fund, the M&G Feeder of Property Portfolio.
Quilter adds customer panel in response to Consumer Duty
Written by Kat MitchellWealth manager and Financial Planner Quilter has added a new online consumer panel as part of its response to the FCA’s new Consumer Duty.
Assets increase 20% for Tatton as IFA numbers rise
Written by Kat MitchellTotal assets under management rose 19.8% year-on-year to £14.78bn for investment manager Tatton Asset Management for the six months ended 30 September.
FPSB presents top new award to former CEO Maye
Written by Kat MitchellGlobal Financial Planning professional body The Financial Planning Standards Board has added a new award recognising individuals for their outstanding contributions to the profession.
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Advised customers increased 10% year-on-year to 159,256 at platform and SIPP provider AJ Bell for the year ending 30 September.
Investment provider Hargreaves Lansdown has reported client numbers rose by 8,000 to 1.812m in the latest quarter, according to a trading update issued today.
Accountancy body adds referral platform for Planners
Written by Kat MitchellAccountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.
Old Mill hires digital specialist Financial Planner
Written by Kat MitchellFinancial Planner and accountancy firm Old Mill has appointed Financial Planner and digital advice specialist Hugh Johnson to its wealth management team.