Wealth manager and Financial Planner Evelyn Partners has launched a new digital hybrid platform which will offer employees of companies a financial coaching service provided by qualified professionals.
Read more ...Canaccord launches Planning office with senior hire
- Friday, 30 June 2023
- Articles
Canaccord Genuity Wealth Management (CGWM) UK has launched a new Financial Planning office in Norwich which will be headed by award-winning Financial Planner Hazel Bowen, the Personal Finance Society’s Chartered Financial Planner of the Year 2023.
Read more ...Takeover frenzy drives SIPP market
- Friday, 30 June 2023
- Articles
Regulatory change could lead to another surge in M&A in the SIPP market despite the number of Planners advising on them falling, according to Financial Planners.
Read more ...'Rocket boost' Financial Services Act gets Royal Assent
- Thursday, 29 June 2023
- Articles
The new Financial Services and Markets Bill 2023 - described by the government as a “rocket boost” for financial services - has received Royal Assent today.
Read more ...SIPP market sees 15 new products
- Thursday, 29 June 2023
- Articles
The SIPP market saw 9 products pulled but 15 new plans launched during the 2022/23 fiscal year, according to an exclusive report for Financial Planning Today.
Read more ...Lancashire Planner enters default with 8 claims
- Thursday, 29 June 2023
- Articles
The Financial Services Compensation Scheme has declared MacFarlaine & Brooks IFA Limited (FRN 612753) as failed, opening the door to compensation claims.
Read more ...Charles Stanley offers £150 financial coaching via video
- Thursday, 29 June 2023
- Articles
Wealth manager Charles Stanley has added a financial coaching service for its direct investing clients.
Read more ...Scam complaints to Ombudsman rise by a fifth
- Thursday, 29 June 2023
- Articles
In 2022/23 the Financial Ombudsman Service received 21,918 fraud and scam complaints, a rise of almost a fifth compared to the 18,450 reported in 2021/22.
Read more ...Most over-55s maintaining pension saving
- Thursday, 29 June 2023
- Articles
Over-55s have continued saving into their pensions despite the temptation to cut back in the face of rising living costs, according to a new report.
Read more ...FCA bans Pembrokeshire BSPS adviser
- Thursday, 29 June 2023
- Articles
Financial adviser Denis Lee Morgan has been banned by the FCA from advising on pension transfers and opt outs following British Steel Pension Scheme advice failings.
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