Articles
The Financial Ombudsman Service expects the number of complaints it will receive this year to hit 210,000 - nearly 30,000 higher than predicted in December.
Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.
The new 3-year fixed-rate British Savings Bonds - announced by the Chancellor in his Spring Budget - have gone on sale from today offering interest of 4.15% gross/AER.
Hargreaves Lansdown is offering £25 cashback to clients who open a cash ISA in the next few weeks, depending on the amount transferred to its cash ISA platform.
Around 12m State Pensioners will be more than £800 a year better off from 6 April but the extra cash could push many into a tax-paying bracket for the first time, experts have warned.
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A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.
More than £2.6bn has been stolen through investment fraud in the UK since the start of 2020, according to new research by the Pensions Management Institute (PMI).
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.