Articles
Planners’ predictions for today’s mini budget
Written by Kat MitchellFinancial Planners have shared their predictions for what will be included in today’s mini-budget from Chancellor Kwasi Kwarteng.
The Bank of England today pushed up its base rate by 50 basis points from 1.75% to 2.25% as it intensifies its drive to curb inflation which is nearly 10%.
Only 2 in 10 fund managers have clear net zero plans
Written by Kat MitchellThe number of fund managers committed to net zero by 2050 has doubled to 81% over the past year but only two in ten (22%) have concrete carbon reduction plans, according to a new report.
CII launches Professional Map to aid career development
Written by Kat MitchellThe Chartered Insurance Institute has launched a Professional Map competency framework to help insurance and personal finance professionals develop their careers.
Annuity rates hit highest level in a decade
Written by Kat MitchellAnnuity rates have risen by 35% over the past year to hit their highest point in a decade, according to a new report.
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Ombudsman upholds lower percentage of complaints
Written by Kat MitchellThe Financial Ombudsman Service’s complaint uphold rate dropped to 34% in the quarter between April and June, down from 37% in the second half of 2021.
Radiant Financial Group acquires 3 adviser firms
Written by Kat MitchellIFA consolidator firm Radiant Financial Group has acquired Irvine Financial Services, Landmark Financial Planning and Andrew Gibbs IFA for undisclosed sums.
Sanlam Wealth has rebranded to Atomos following completion of its acquisition by Oaktree Capital Management.
Advisers urged to join Employee Benefit Trust group action
Written by Kat MitchellFinancial advisers with clients who have been pursued by HMRC over inheritance tax liabilities in relation to Employee Benefit Trust (EBT) scheme have been invited to join a group action tribunal appeal against the taxman.