Articles
The Personal Finance Society is teaming up with Next Gen Planners to deliver ‘bootcamps’ for university students interested in developing a career in Financial Planning.
Aviva CEO Amanda Blanc has been appointed as the Treasury’s new Women in Finance Charter Champion to replace Dame Jayne-Anne Gadhia who is stepping down.
Wealth manager Tilney Smith & Williamson says it is continuing its current recruitment drive despite the pandemic with the latest addition Henk Van De Beek who joins the Nottingham team as a Financial planner for Tilney Financial Planning.
The Coronavirus pandemic in 2020 set back the progress of women at middle and senior levels in financial services firms with 30% of Women in Finance Charter members missing their targets.
Wealth manager and platform True Potential has reported group turnover up 28% to £184.9m and group profit up 59% to £74m in its 2020 results.
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The Personal Finance Society has postponed its eagerly-awaited Festival of Financial Planning, due to take place in the autumn, until 2022 due to the pandemic.
Life, pensions and investments provider Royal London has acquired a 30% stake in later life lending and product provider Responsible Group.
Cullen Wealth in MBO as it looks for acquisitions
Written by Kat MitchellCheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.
Advisers struggle to discuss vulnerability with clients
Written by Kat MitchellA poll of Chartered Insurance Institute and Personal Finance Society members has revealed that the biggest barrier financial professionals face when trying to help consumers was being able to openly discuss vulnerability with them.