Articles
The Personal Finance Society today reported that more than 1,100 advisers have signed up to the Pension Transfer Gold Standard in its first six months since launch.
AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.
CISI 2019: 60% of clients will fire parents’ planner
Written by JamesDelegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
The FCA has published new rules to tighten up the use of illiquid funds in some open-ended funds.
The Financial Conduct Authority has today fined The Prudential Assurance Company Limited £23.875m for failures related to non-advised sales of annuities.
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The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Tilney partners with Royal College on NHS pensions advice
Written by JamesThe Royal College of Physicians and Surgeons of Glasgow is to work with Financial Planning and investment advice firm Tilney on delivering advice on pensions to its UK membership.
Financial Planning firm Clifton Asset Management has revealed the latest firm it intends to acquire via a 'downstream' purchase.
Financial Planner raises over £1,000 in charity cycle
Written by JamesA Cambridgeshire-based Chartered Financial Planning firm raised more than £1,000 for local hospital.