Sarah Smart, chair of The Pensions Regulator, is to step down in July after nearly 10 years on the TPR board.
Read more ...FCA charges adviser with £2.3m theft from clients
- Thursday, 13 February 2025
- Articles

The Financial Conduct Authority has charged Lisa Campbell of Campbell & Associates Independent Financial Advice Ltd (FRN 602550) with multiple fraud offences.
Read more ...Benchmark acquires £200m AUA Yorkshire adviser
- Thursday, 13 February 2025
- Articles

Financial Planning solutions provider Benchmark Capital, part of Schroders, is to acquire Huddersfield-based adviser firm Robertson Baxter.
Read more ...Jupiter adds active ETF for government bonds
- Thursday, 13 February 2025
- Articles

Jupiter has launched an active exchange traded fund (EFT) for global government bonds in partnership with ETF specialist HANetf.
Read more ...WBR acquires Standard Life’s £403m SSAS book
- Thursday, 13 February 2025
- Articles

SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.
Read more ...Mid-sized advice firms turning to customised platforms – report
- Thursday, 13 February 2025
- Articles

Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.
Read more ...Number of Certified Financial Planners tops 230,000
- Thursday, 13 February 2025
- Articles

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.
Read more ...Lumin Wealth acquires Berks Financial Planner firm
- Thursday, 13 February 2025
- Articles

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
Read more ...Number of advisers buying gilts for clients surges
- Wednesday, 12 February 2025
- Articles

The number of adviser gilt purchases through AJ Bell Investventre’s gilt dealing service increased by 436% in 2024.
Read more ...Softening of non-dom crackdown fails to stem wealth exodus
- Wednesday, 12 February 2025
- Articles

Proposals for softening the Budget crackdown on non-dom individuals have failed to reverse the wave of departures of wealthy people from the UK, according to a new report.
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