More than half of financial advisers reckon the FCA’s thematic review of retirement income advice should recommend a different investment approach for clients in decumulation compared to those in accumulation.
Read more ...Scottish firm Acumen recruits five Financial Planners
- Tuesday, 30 May 2023
- Articles

Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.
Read more ...Annuity sales climb by 22% to 8-year high
- Tuesday, 30 May 2023
- Articles

Sales of annuities surged more than a fifth during the first three months of the year to reach their highest level for eight years.
Read more ...FCA halts business at ‘no client’ Mayfair adviser
- Friday, 26 May 2023
- Articles

The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.
Read more ...New campaign group to fight pension inequality
- Friday, 26 May 2023
- Articles

Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.
Read more ...CISI appoints 2 new branch Presidents
- Friday, 26 May 2023
- Articles

The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.
Read more ...Profits dip nearly £4m at Transact parent
- Friday, 26 May 2023
- Articles

Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.
Read more ...Octopus launches workplace brand
- Thursday, 25 May 2023
- Articles

Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.
Read more ...Assets fall by 12% at JM Finn
- Thursday, 25 May 2023
- Articles

Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).
Read more ...Advisers making progress on vulnerable clients
- Thursday, 25 May 2023
- Articles

Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.
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