Articles
The Chartered Institute for Securities & Investment has appointed Financial Planning Today columnist and experienced Paraplanner Dan Atkinson, APP Chartered MCSI as the new chairman of the CISI Paraplanner Interest Group (PIG).
The Financial Conduct Authority has secured High Court approval to return £2.5m to victims of a series of unauthorised collective investment schemes (UCIS).
Platform and SIPP provider AJ Bell has launched its new Retirement Investment Account (RIA) today, designed to be a new low-cost pension with a ‘streamlined’ investment proposition.
Wealth manager St James’s Place has dropped plans to acquire Dublin-based Irish Financial Planner firm Harvest Financial Services Limited.
Chancellor Sajid Javid has confirmed that consultation on the future of the Retail Prices Index - used to set many annual pension scheme increases - will begin when he presents his Budget on 11 March.
More...
One in 3 over 55s with a private pensions have more than one pension pot but this group are the least likely to consider consolidating multiple pensions, according to new research.
Quilter Private Client Advisers has bought national IFA firm Prescient, adding £800m of assets under advice.
Optimism in the financial services sector is improving at the fastest pace since June 2015, according to the latest CBI-PWC Financial Services Survey.
Bancroft Wealth, an IFA and wealth manager, has launched a £500 flat-fee advice service it claims will challenge traditional wealth managers charging a percentage fee.