More than 100 new Chartered and fellow members of the Personal Finance Society have celebrated their graduation at Westminster Chapel in London.
Read more ...Chartered Planner Fairey snaps up £100m AUM Norfolk rival
- Monday, 27 November 2023
- Articles
East Anglian Chartered Financial Planning firm Fairey Associates has acquired Norfolk’s £100m AUM Tailored Retirement & Investment Planning for an undisclosed sum.
Read more ...Typical DB pension transfer values slip below £150k
- Monday, 27 November 2023
- Articles
The transfer value a typical DB pension could fetch fell below £150,000 in October for the first time since last year’s mini budget, according to pensions and SIPP firm XPS Group.
Read more ...FCA bans 2 'incompetent' Wales BSPS advisers
- Monday, 27 November 2023
- Articles
The FCA has banned Nigel Lewis and Susan Jones of West Wales Financial Services Limited (in liquidation) (FRN: 756482) from advising customers on pension transfers and pension opt outs after accusing them of performing "a double act of carelessness and incompetence" in relation to BSPS advice.
Read more ...Foster Denovo acquires employee benefits business
- Monday, 27 November 2023
- Articles
Expanding national advice firm Foster Denovo has agreed to acquire Punter Southall Aspire’s employee benefits business for an undisclosed amount.
Read more ...CII to boost support for economic abuse victims
- Monday, 27 November 2023
- Articles
The Chartered Insurance Institute (CII) is planning to boost its advice and support to members working with victims of economic abuse.
Read more ...Brooks Macdonald hires former Jupiter chief as chair
- Monday, 27 November 2023
- Articles
Wealth and investment manager Brooks Macdonald has recruited former Jupiter chief executive Maarten Slendebroek as chairman, subject to regulatory approval.
Read more ...Advisers more bullish on equities than clients
- Friday, 24 November 2023
- Articles
New research suggests a split on the direction of stock markets, with advisers far more bullish than clients.
Read more ...FCA to boost workplace pensions 'value for money'
- Friday, 24 November 2023
- Articles
The FCA is to consult in the Spring on introducing a new ‘value for money’ requirement for defined contribution pension schemes.
Read more ...Seccl and Moneyinfo partner to improve integration
- Friday, 24 November 2023
- Articles
Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.
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