Articles
EV adds automated MPS links to Financial Planning tool
Written by Kat MitchellFinancial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.
Caseworker productivity improved 12% at the Financial Ombudsman Service in 2021/22 as the Ombudsman confirmed this week that its compulsory levy will rise by over 10% for 2022/23.
Consumer satisfaction slips at FOS despite backlog cut
Written by Kat MitchellThe Financial Ombudsman Service (FOS) has made headway in tackling its case backlog but has seen consumer satisfaction levels drop.
Inheritance tax (IHT) receipts leapt to £4.1bn between April and October, according to figures released by HMRC today.
Progeny buys 3-office South East Chartered Planner
Written by Kat MitchellFast-growing Financial Planning firm Progeny Group has acquired three-office Chartered Financial Planning firm Lewis Brownlee Financial Services to expand in the South of England.
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Q&A: New PFS CEO Don MacIntyre on seeking stability
Written by Kat MitchellIn this exclusive Q&A with Financial Planning Today, Don MacIntyre, the new interim CEO of the Personal Finance Society (PFS), talks to editor Kevin O’Donnell about the recent Festival of Financial Planning, his plans to restore confidence in the body and the road ahead.
Adviser platform Novia is to cut its charges from the start of 2023 following a review of its pricing strategy.
New scheme to tackle provider switching delays
Written by Kat MitchellSTAR, the industry collaboration initiative, has launched a provider accreditation scheme aimed at tackling delays in savings, investment and pension transfers.
Financial Planner and wealth manager Evelyn Partners has hired former Serious Fraud Office (SFO) and Financial Conduct Authority (FCA) senior investigator Annabel Kerley.