Articles
Emyr Blease: Why I sold my Financial Planning firm
Written by Kat MitchellEmyr Blease, managing director of Wimbledon-based Chartered Financial Planning firm Holborn Financial, explains to Financial Planning Today in this Guest Column why he decided to sell his firm and why looking after his clients was paramount.
Options parent acquires Mercer SIPP business in £3.3m deal
Written by Kat MitchellSTM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.
More than 23,000 11-18-year-olds in schools and colleges in the UK have received personal finance education in the 2021/22 academic year thanks to a Personal Finance Society initiative.
Punter Southall Aspire adds 2 senior hires to Planning arm
Written by Kat MitchellPunter Southall Aspire has added Vince Molloy and Simon Ashby to its Chartered Financial Planning arm.
The cross-party Health and Social Care Committee has described pension tax rules a “national scandal” in a new report.
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The Treasury Committee has begun a new inquiry into tax reliefs.
2 advice firms default after 88 pension transfer claims
Written by Kat MitchellThe Financial Services Compensation Scheme has declared two advice firms in default with over 88 pension transfer claims between them.
The FCA is close to an agreement with Meta - owner of Facebook, Instagram and WhatsApp - to tackle the rapid growth in online and social media scammers.
8 in 10 clients initiated ESG conversation with adviser
Written by Kat MitchellOver 8 in 10 (82%) of advised ESG investors initiated the conversation about sustainable investing themselves, according to new research.