Articles
Former SJP COO writes post pandemic crisis management book
Written by Kat MitchellJonathan McMahon, former chief operating office at St James’s Place, has written a book on the Coronavirus pandemic and how with purposeful leadership the 2020s does not need to be a “decade of crises or lost opportunities.”
Financial Ombudsman Service data shows 1,635 new complaints were received about financial advisers in the 2019 to 2020 financial year, down a bit from 1,915 in 2018 to 2019, the PFS chief executive writes in his latest column for Financial Planning Today Magazine (July/Aug issue).
AJ Bell urges Govt to lead on Pensions Dashboard data
Written by Kat MitchellInvestment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.
Pros and Cons of employee ownership for Financial Planners
Written by Kat MitchellFinancial Planning firms should consider employee ownership as a possible succession or growth/values opportunity, according to law firm Stephens Scown.
Reports of investment scams rose 49% to a record high in July at banking giant Barclays, the highest ever number recorded.
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HMRC says that 55,000 Child Trust Fund accounts are set to mature each month from September.
Industry experts have welcomed a Supreme Court judgment today on the long-running Stavely case which found that there was no IHT liability when a pension transfer was made for reasons of ill health.
Investment platform Transact has tightened up its rules on pension transfers following the FCA’s campaign to tackle problems with poor transfer decisions.
CPI inflation rose sharply in July from 0.6% to 1%, data from ONS published today shows.