Articles
The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.
Adviser-build wrap platform Nucleus has launched a white paper to help advisers finalise their preparations ahead of the Senior Managers and Certification Regime (SM&CR).
Trustee admits defrauding disability charity pension scheme
Written by JamesThe former head of a charity for the disabled has admitted defrauding the charity’s pension scheme out of more than £250,000.
Pension transfer specialist Tideway has claimed that UK workers could collectively be up to £25bn out of pocket if they are persuaded not to take advantage of final salary transfer offers by negative publicity on DB transfers.
More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.
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HNW investors ‘cautious but optimistic’, says UBS report
Written by JamesWealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.
I ended my last commentary by expressing concern for all senior managers working with SIPPs – whether as a provider or adviser – given the ongoing regulatory uncertainty particularly around the responsibilities for investment due diligence.
IFA firm says Farage election ‘pact’ will boost sterling
Written by JamesThe pound will receive a boost after Nigel Farage’s Brexit Party will not be pitted against Conservatives in 317 seats in next month’s election.
IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.