Articles
FCA bans 2 advisers over £42.3m pension transfer advice
Written by Kat MitchellThe Financial Conduct Authority has banned Darren Reynolds and Andrew Deeney of Active Wealth Limited for dishonest pension transfer advice.
Calls for radical rethink of retirement planning
Written by Kat MitchellPensions and retirement provider Aegon has called for the Government, employers and pensions industry to work together to rethink life after 50.
Compliance consultant warns about retirement income advice
Written by Kat MitchellFinancial Planning firms need to assess their retirement income advice in advance of the FCA’s impending review of the retirement income market, a compliance firm has warned.
Old Mill adds Chartered Planner to wealth team
Written by Kat MitchellSouth west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.
Pension transfer scam warnings down due to annuity rise
Written by Kat MitchellThe number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.
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Quilter to add Jersey-based international Planning proposition
Written by Kat MitchellDiscretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
Insurer launches tailored PI for Planner firms
Written by Kat MitchellNew insurance provider BareRock has launched tailored professional indemnity insurance for Financial Planners and other FCA-regulated advice firms.
SIPP provider STM has reported half year, pre-tax profit down by £400,000 as negotiations over a takeover bid for the group are extended again.
Planner Casebook: Helping a HNW client with £10m windfall
Written by Kat MitchellRobin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.