Articles
CII sees revenues recover but faces £2.5m tax bill
Written by Kat MitchellRevenue increased 6% year-on-year to £39m for the Chartered Insurance Institute (CII) as it returned to operating profit in 2021 but the professional body faces a potential tax bill of up to £2.5m.
Only 1 in 10 Planners expect to retain assets on wealth transfer
Written by Kat MitchellOnly 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
The FCA is consulting on a major expansion of the dormant assets scheme to include insurance provider, pension and investment assets.
Want some good news for a change? SIPPs. Apart from the small number of toxic ones SIPPs, since their launch over three decades ago, have been a major and often unreported success story.
The annual Paraplanner Big Day Out - the annual conference organised by the Paraplanners Assembly support group - is to return after a gap of three years.
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Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.
Abrdn is to launch a Junior SIPP product as part of its new family wealth planning offering for financial advisers.
The FCA has refused authorisation to regulatory consultancy firm Alexander Jon Compliance Consulting Limited (AJCC) which planned to provide regulatory 'hosting' services.
Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.