International SIPP provider STM has agreed with the Gibraltar regulator to use Deloitte to carry out a Skill Persons Review of the company following previous intervention by the watchdog.
Read more ...Financial Planner fights back against robo-advice
- Thursday, 18 January 2018
- Articles

Financial Planning firm Symphony is to launch a free, non-advised digital investment management service to compete with robo-advice competitors.
Read more ...Cyberthreat to advice firms on the rise says Zurich
- Wednesday, 17 January 2018
- Articles

Platform provider Zurich has warned advice firms that they are facing a rising threat from cybercrime.
Read more ...Pension transfer values remained high in 2017
- Wednesday, 17 January 2018
- Articles

Pension transfer values remained high during 2017 but stablised towards the end of the year, figures showed today.
Read more ...Working party warns advisers to train staff now ahead of GDPR
- Wednesday, 17 January 2018
- Articles

Training staff about the new data protection GDPR rules ahead of implementation on 25 May should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party.
Read more ...Financial sector can give better protection to vulnerable elderly
- Wednesday, 17 January 2018
- Articles

A think tank on later life care is urging the financial sector to back its search for solutions to tackle vulnerability later in life.
Read more ...Financial Planning exec to be Financial Services Ambassador
- Wednesday, 17 January 2018
- Articles

Jessica Dodds ACIM, marketing manager at Chartered and Certified Financial Planning firm Manse Capital, is to take on the role of Financial Services Ambassador for the Chartered Institute of Marketing Yorkshire Board.
Read more ...Carillion liquidation prompts PLSA scam warning
- Wednesday, 17 January 2018
- Articles

The Pensions and Lifetime Savings Association (PLSA) has warned consumers against transferring out of their defined benefit scheme in the wake of the Carillion collapse without careful consideration and guidance.
Read more ...Cash ISA returns for 2017 are worst on record
- Tuesday, 16 January 2018
- Articles

Cash ISAs have provided the lowest rates of return since they were launched, according to an industry report.
Read more ...1,000 new tax fraud cases in 2017 as total soars
- Tuesday, 16 January 2018
- Articles

The total value of tax fraud in the UK has risen 538% to £2.11bn in the last 15 years and is up 6.5% from £1.99bn in 2016, according to new research from accountancy and business advisory firm BDO LLP.
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