Articles
The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).
Fund manager the Marlborough Group has taken a “significant’ stake in national IFA and Chartered Financial Planner firm Truly Independent to back its growth plans.
Loss-making wealth manager and Financial Planner WH Ireland has raised £5m today through an urgent share placing to help it avoid being wound up.
Peter Flavel, the CEO of private bank and wealth manager Coutts, is to step down with immediate effect as the fall out from the Nigel Farage bank account fiasco continues.
DB transfer values fell 8% in the second quarter, according to the latest data from XPS Pensions Group.
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The best-performing investment sector for the first half of 2023 was the Technology & Technology Innovation TR sector which showed an overall rise of 24.83%, according to data from FE Analytics.
Helen Dean is to step down as CEO of the UK’s largest pension scheme, the government-backed Nest, which focuses on auto-enrolment.
Regulators to drop £10,000 complaints claim limit
Written by Kat MitchellThe FCA, PRA and Bank of England are to remove the £10,000 limit on compensation payments related to complaints about the regulators due to be implemented from 1 November.
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.