Articles
Full Pension Dashboards not available until 2026
Written by Kat MitchellSmall pension schemes will not be required to provide data to the new Pension Dashboards until 2026.
Direct Line CEO replaces Feeney as FCA panel chair
Written by Kat MitchellThe Financial Conduct Authority has appointed Direct Line Group CEO Penny James as chair of its Practitioner Panel.
Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.
Men at more risk than women of pension transfer fraud
Written by Kat MitchellMen are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.
In my article for Financial Planning Today earlier in January I questioned just how “fair and reasonable” are the decisions being reached by the Financial Ombudsman Service - particularly in relation to historic events involving SIPPs and SIPP investments.
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Tilney opens new Belfast office in Ulster expansion
Written by Kat MitchellWealth manager and Financial Planner Tilney Smith & Williamson is to open a new Belfast office in a prestige development as it looks to expand its Northern Irish presence.
Plymouth-based national Financial Planner Continuum has reported a 39% increase in annual turnover to £10.51m for the year ending 31 December 2021.
Schroders Personal Wealth, the Financial Planning joint venture run by Schroders and Lloyds Bank, has made a series of senior appointments to bolster its marketing team.
This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?