Financial Planning Today editor Kevin O’Donnell recently interviewed Financial Services Compensation Scheme interim CEO Martyn Beauchamp at his London HQ about how the organisation is dealing with new challenges and a changing regulatory environment. The full article appears in the latest issue of Financial Planning Today magazine. See below for a link to view the issue.
Quilter Financial Planning, the advice network of wealth manager Quilter, has signed up four new appointed representative firms.
The House of Lords has called on the FCA to halt its plans to push forward with 'naming and shaming' firms facing investigations.
Third Financial, part of the Nucleus platform group, has launched a white-labelled digital proposition for large advice firms.
Wealth manager St James’s Place has partnered with Dynamic Planner to add new client risk profiling services for its advisers.
P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.
The average worker is on course to miss their target annual retirement income by £12,000, according to new research.
Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.
Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.
One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.