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.
Read more ...PFS welcomes Chancellor’s scrapping of PRIIPS
- Friday, 24 November 2023
- Articles
The Personal Finance Society has welcomed confirmation from Chancellor Jeremy Hunt that the EU’s Packaged Retail and Insurance-based Investment Products (PRIIPS) regime will be replaced with a new UK-focused regime.
Read more ...XPS half year revenue up 23% to £94.5m
- Thursday, 23 November 2023
- Articles
Pensions and SIPP firm XPS Group has reported a 23% growth in revenues to £94.5m for the latest half year.
Read more ...Autumn Statement: Planners give qualified thumbs up
- Thursday, 23 November 2023
- Articles
Financial Planners have given the Chancellor’s Autumn Statement a qualified thumbs up, particularly in the area of pension saving, although many are holding fire until all the details are released in the Finance Bill.
Read more ...Royal London acquires later life lender
- Thursday, 23 November 2023
- Articles
Autumn Statement: Relief at ditching of pension death tax
- Thursday, 23 November 2023
- Articles
Industry experts have praised HMRC's decision will do a U-turn on plans to impose a new pensions death tax on pension scheme members who die before the age of 75.
Read more ...Perspective buys £240m AUM Essex adviser firm
- Thursday, 23 November 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.
Read more ...Autumn Statement: ISA reforms unveiled
- Wednesday, 22 November 2023
- Articles
The Investing and Saving Alliance (TISA), a trade body for savings and investment providers, has backed a raft of ISA reforms published today as part of the Chancellor’s Autumn Statement.
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