Articles
National IFA Continuum has expanded into Northern Ireland by recruiting Financial Planner Michael Kirkwood into the partnership.
9 in 10 advisers building cross-gen relationships
Written by Kat MitchellAlmost nine in ten (87%) advisers have built a relationship with their clients’ children or grandchildren, according to a new report from Abrdn.
Adviser support network SimplyBiz has partnered with Usay Compare to offer a private medical insurance (PMI) referral service to its members.
Martin Gilbert’s AssetCo has recorded a £9.3m loss for the year ending 30 September 2022.
Scots Planner enters default following court loss
Written by Kat MitchellThe Financial Services Compensation Scheme has declared Scottish Financial Planner Alexander Sloan (FRN: 190674) in default.
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FOS uphold rate steady at 35% as complaints rise
Written by Kat MitchellThe Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in new enquiries and complaints about financial products.
Cost of living crisis to fuel mass MPAA breaches
Written by Kat MitchellThe cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA) as more people flexibly access taxable income from their retirement pot to cover increased costs.
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack.
Planners say inflation pain is far from over
Written by Kat MitchellUK inflation eased for a third month in a row in January, with CPI falling 0.6% for the month.