The number of newly-opened complaints about decumulation and pensions in the first half of 2023 was up 20% year on year, according to new data from the FCA.
Read more ...M&G kills off £565m Property fund
- Thursday, 19 October 2023
- Articles
M&G is to suspend and wind up its troubled M&G Property Portfolio Fund and sister fund, the M&G Feeder of Property Portfolio.
Read more ...Quilter adds customer panel in response to Consumer Duty
- Thursday, 19 October 2023
- Articles
Wealth manager and Financial Planner Quilter has added a new online consumer panel as part of its response to the FCA’s new Consumer Duty.
Read more ...Assets increase 20% for Tatton as IFA numbers rise
- Thursday, 19 October 2023
- Articles
Total assets under management rose 19.8% year-on-year to £14.78bn for investment manager Tatton Asset Management for the six months ended 30 September.
Read more ...FPSB presents top new award to former CEO Maye
- Thursday, 19 October 2023
- Articles
Global Financial Planning professional body The Financial Planning Standards Board has added a new award recognising individuals for their outstanding contributions to the profession.
Read more ...Advised customers rise 10% at AJ Bell
- Thursday, 19 October 2023
- Articles
Advised customers increased 10% year-on-year to 159,256 at platform and SIPP provider AJ Bell for the year ending 30 September.
Read more ...Hargreaves Lansdown client numbers top 1.81m
- Thursday, 19 October 2023
- Articles
Investment provider Hargreaves Lansdown has reported client numbers rose by 8,000 to 1.812m in the latest quarter, according to a trading update issued today.
Read more ...Accountancy body adds referral platform for Planners
- Wednesday, 18 October 2023
- Articles
Accountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.
Read more ...Old Mill hires digital specialist Financial Planner
- Wednesday, 18 October 2023
- Articles
Financial Planner and accountancy firm Old Mill has appointed Financial Planner and digital advice specialist Hugh Johnson to its wealth management team.
Read more ...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles
Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
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