Articles
Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.
Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.
Regulators warn advisers about SIPP property probe
Written by Kat MitchellThe Financial Conduct Authority, the Financial Services Compensation Scheme and the Financial Ombudsman Service have warned Financial Planners to take action on any SIPP or SSAS investments in the German Property Group.
It was with a little fear, back in July, that I read the Public Accounts Committee’s proposal that HMRC should, within 12 months, evaluate the impact of pensions tax relief.
Whitman AM appoints Le Flufy as new chief exec
Written by Kat MitchellNewly-created Whitman Asset Management has appointed Araminta Le Flufy as its new chief executive, subject to FCA approval.
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AJ Bell urges new Minister for Scam Prevention
Written by Kat MitchellAdviser platform AJ Bell has urged the Government to consider giving a minister specific responsibility for tackling financial scams.
Hargreaves Lansdown benefits from NS&I rate cut
Written by Kat MitchellHargreaves Lansdown has reported a surge in new clients signing up to its cash savings service following government-backed NS&I slashing its rates in September.
ABI and 32 member firms commit to diversity drive
Written by Kat MitchellWealth managers, professional associations, regulators, investment and protection providers have signed up to the Business in the Community’s Race at Work Charter.
Protection provider LV= has paid more than £6m in Coronavirus-related income protection and death claims since March.