The London Institute of Banking & Finance has revamped its Level 4 Diploma for Financial Advisers (DipFA) and scrapped the requirement for a final exam.
Read more ...IHT paid on gifts doubles in a decade
- Monday, 15 January 2024
- Articles
The amount of inheritance tax paid on gifts has climbed more than 153% since 2011 to £256m in the 2020-21 tax year, according to an HM Revenue & Customs response to an Freedom of Information (FOI) request.
Read more ...Carpenter Box arm merges with Hampshire firm
- Monday, 15 January 2024
- Articles
Sussex and South East accountancy firm and Financial Planners Carpenter Box has merged its south coast operations with Jones Avens accountants.
Read more ...Matthew Hill to be new CII chief executive
- Monday, 15 January 2024
- Articles
The Chartered Insurance Institute has appointed Legal Services Board chief executive Matthew Hill as its new group chief executive, joining in April.
Read more ...Aberdein Considine expands Edinburgh Planning team
- Monday, 15 January 2024
- Articles
Scottish wealth manager and Financial Planner Aberdein Considine has appointed Ross Leckridge as a Chartered Financial Planner for the newly-created Edinburgh division of its Financial Planning team.
Read more ...Pension challenge as over 90s at record high
- Monday, 15 January 2024
- Articles
The over-90s population in England and Wales grew by 2.1% over 2022 to a record high of 550,835 people, according to data from the Office for National Statistics.
Read more ...Financial Wellbeing Show to debut on ‘Blue Monday’
- Friday, 12 January 2024
- Articles
The Institute for Financial Wellbeing (IFW), a non-profit body encouraging financial wellbeing, is to launch a new monthly YouTube show - The Financial Wellbeing Show - on Monday to coincide with ‘Blue Monday’ - often cited as the ‘most depressing day of the year.’
Read more ...FSCS plans to increase workforce by 25%
- Friday, 12 January 2024
- Articles
The Financial Services Compensation Scheme plans to increase its workforce by about 25% by 2024/25 to cope with a surge in complex cases, the body has confirmed to Financial Planning Today.
Read more ...Fairstone cuts ongoing advice charge to 0.8%
- Friday, 12 January 2024
- Articles
National Chartered Financial Planning-focused firm Fairstone has revamped its client charging structure and cut its ongoing charge for standard clients by 20 basis points to 0.8%.
Read more ...Pension transfers soar 22% in 2023 to 1.2m
- Friday, 12 January 2024
- Articles
The number of defined contribution pension transfers in 2023 soared by 22% to 1.2m despite predictions of a decline in the market.
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