Articles
The Quilter Financial Adviser School has launched a new option called Fast Track, which will allow students looking to accelerate their studies to become a financial adviser quicker.
XPS Pensions Group has appointed James Leeming as partner and head of investment at its Manchester office.
The FCA has given the green light to the private equity takeover of IFG Group, parent company to Financial Planner and wealth manager Saunderson House and SIPP and platform provider James Hay.
A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.
Fears over pension rule that could hit retirement plans
Written by JamesAegon has issued a warning over what it called the ‘little known’ money purchase annual allowance (MPAA), which stops people who have accessed their pension flexibly from contributing more than £4,000 into their money purchase or defined contribution pension without a tax penalty.
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It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.
Positivity in Financial Planning profession, survey reveals
Written by JamesFinancial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.
The head of global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.
Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.