Articles

Monday, 15 August 2022 10:47

Pension transfer scam warnings often unclear

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Almost half (44%) of amber pension transfer scam warning flag guidance sessions are being conducted without knowledge of why the flag was raised, according to the Money and Pensions Service (MAPS).

Monday, 15 August 2022 10:06

Tatton completes £7m DFM acquisition

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Investment manager and adviser support services provider Tatton Asset Management has completed its £7m acquisition of 50% of DFM 8am Global.

Monday, 15 August 2022 09:27

Nearly 62,000 trusts registered in H1 2022

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Nearly 62,000 trusts (61,692) have been registered with HMRC in the first six months of 2022 as the deadline to register a trust approaches.

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.

Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.