Articles
Around four in ten people retire with no Financial Planning according to a new report.
Promotion of Pension Wise risks undermining Planners
Written by Kat MitchellThe Financial Conduct Authority’s (FCA) pension guidance consultation is too skewed to promotion Pension Wise and risks detracting from Financial Planners who may better serve customers, according to pension and investment providers.
Yorkshire-based Financial Planning firm James Financial has rebranded as Lairgate Financial, named after the historic Georgian building the firm has recently agreed to purchase.
London Capital & Finance (LCF) investors have hired a legal firm to bring a formal complaint against the Financial Conduct Authority.
The Chartered Body Alliance, the partnership of three professionals bodies with a combined membership of 200,000, has launched its first joint qualification, a Certificate in Climate Risk.
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The FCA has fined claims management company Crosfill & Archer Claims Limited £110,000 for making cold calls.
Nearly 70% of DB transfers went ahead when contingent charging was used compared to less than 28% when non-contingent charging was applied, according to a Freedom of Information request.
The FCA has banned major cryptocurrency trading platform Binance Markets Limited from undertaking any regulated activity in the UK.
The Personal Finance Society has always been something of a problem child for its parent the Chartered Insurance Institute.