Articles
Two industry technical veterans - with over 80 years experience between them - have set up a new business to help trustees cope with changing legislation.
Nucleus confirms chief risk officer for combined group
Written by Kat MitchellNucleus’ chief risk officer Martin Ettles has been confirmed as taking on the same role across the combined Nucleus and James Hay platform group.
PIMFA urges radical review of PRIIPs regime
Written by Kat MitchellWealth management trade association PIMFA has called for the Financial Conduct Authority and the Treasury to review the Packaged Retail and Insurance-based Investment Products (PRIIPs) regime rather than taking a “sticking plaster” approach.
Investment platform Parmenion is to introduce new charges to help cover the cost of work involved in selected products.
Quarter of 2021 retirees quitting jobs earlier than planned
Written by Kat MitchellAlmost a quarter (24%) of those retiring this year are quitting work earlier than intended due to the impact of the Coronavirus pandemic, according to a new report.
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SFO raids £150m investment schemes providers
Written by Kat MitchellThe Serious Fraud Office is investigating the Alpha and Green Park group of companies for misleading investors and money laundering.
Pareto Financial Planning has partnered with accountants and business advisers Beever and Struthers to provide staff and clients with independent financial and wealth management advice.
Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.
Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS).