Articles
More must be done to report pension scams says TPR
Written by Kat MitchellIt said that all advisers, administrators, trustees and providers should take responsibility for protecting pension savers by joining its pledge to combat pension scams.
38% net growth in advised customers at AJ Bell
Written by Kat MitchellInvestment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.
The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 18 years in the role.
£280m Charles Stanley takeover moves step closer
Written by Kat MitchellWealth manager Charles Stanley’s takeover by rival Raymond James has moved a step closer with the scheme of arrangement receiving High Court approval.
Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.
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Over-45s keeping advisers in dark over vulnerability
Written by Kat MitchellOnly 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.
The Financial Services Compensation Scheme has warned LCF bondholders about scam emails claiming to be from a director of LCF.
Kingswood hires new head of wealth planning
Written by Kat MitchellFast-growing wealth manager and Financial Planner Kingswood has appointed Hayley Burton as a regional managing director and head of wealth planning.
There are now 2,001 ISA millionaires in the UK with average pots of £1.4m.