Articles
FCA launches consultation on approach to international firms
Written by Kat MitchellThe Financial Conduct Authority (FCA) has launched a consultation on its approach to the regulation of international firms operating in the UK as it considers its post-Brexit approach.
Autumn Budget scrapped as Treasury focuses on pandemic
Written by Kat MitchellThe Treasury has cancelled the Autumn Budget in order to focus on the shorter-term response to the economic hardships caused by the Coronavirus pandemic.
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Specialist UK Professional Indemnity insurance firm Inperio is to launch a new PI product for independent financial advisers in the UK.
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Pensioners owed up to £25k in GMP equalisation
Written by Kat MitchellDefined benefit pension scheme members could still be waiting to receive payments as much as £25,000 following the Guaranteed Minimum Pensions (GMP) Equalisations judgement in October 2018, according to a pensions consultancy.
Men and women engage differently with Planners - survey
Written by Kat MitchellOnly 6% of women engage with their Financial Planner every month compared to 12% of men, according to new research.
Regionally, the new SME investment venture chaired by 7IM founder Justin Urquhart Stewart, says Financial Planning firms could be the recipients of new investment via its platform.
Sharp decline in clients looking to pass on wealth
Written by Kat MitchellSmaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.