Adviser platform Parmenion has revamped its ISA to enable its better use as a Financial Planning tool allowing flexible withdrawals and top ups without losing tax benefits.
Read more ...Kingswood reports 10% operating profit rise
- Friday, 29 September 2023
- Articles

Financial Planner and wealth manager Kingswood Group, which confirmed it was potentially up for sale earlier this year, has reported a 10% rise in group operating profit to £5m for the first half of 2023.
Read more ...Compliance consultant warns about retirement income advice
- Friday, 29 September 2023
- Articles

Financial Planning firms need to assess their retirement income advice in advance of the FCA’s impending review of the retirement income market, a compliance firm has warned.
Read more ...Calls for radical rethink of retirement planning
- Friday, 29 September 2023
- Articles

Pensions and retirement provider Aegon has called for the Government, employers and pensions industry to work together to rethink life after 50.
Read more ...Economic headwinds buffet Planner confidence
- Friday, 29 September 2023
- Articles

The Financial Planning profession has seen a major drop in confidence over the past two years, according to the Financial Planning Today annual reader survey.
Read more ...FCA bans 2 advisers over £42.3m pension transfer advice
- Thursday, 28 September 2023
- Articles

The Financial Conduct Authority has banned Darren Reynolds and Andrew Deeney of Active Wealth Limited for dishonest pension transfer advice.
Read more ...Old Mill adds Chartered Planner to wealth team
- Thursday, 28 September 2023
- Articles

South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.
Read more ...Pension transfer scam warnings down due to annuity rise
- Thursday, 28 September 2023
- Articles

The number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.
Read more ...Quilter to add Jersey-based international Planning proposition
- Thursday, 28 September 2023
- Articles

Discretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
Read more ...Insurer launches tailored PI for Planner firms
- Thursday, 28 September 2023
- Articles

New insurance provider BareRock has launched tailored professional indemnity insurance for Financial Planners and other FCA-regulated advice firms.
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