Wealth manager St James’s Place (SJP) is hosting a live event to encourage more people with disabilities to apply for roles as financial advisers.
Read more ...PFS adds Consumer Duty ‘toolkit’ for members
- Friday, 28 July 2023
- Articles

The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).
Read more ...Marlborough buys stake in Chartered Planner firm
- Friday, 28 July 2023
- Articles

Fund manager the Marlborough Group has taken a “significant’ stake in national IFA and Chartered Financial Planner firm Truly Independent to back its growth plans.
Read more ...Loss-making WH Ireland raises £5m to avoid wind up
- Friday, 28 July 2023
- Articles

Loss-making wealth manager and Financial Planner WH Ireland has raised £5m today through an urgent share placing to help it avoid being wound up.
Read more ...DB transfer values fall 8% in Q2
- Friday, 28 July 2023
- Articles

DB transfer values fell 8% in the second quarter, according to the latest data from XPS Pensions Group.
Read more ...Coutts CEO exits over Farage fiasco
- Thursday, 27 July 2023
- Articles

Peter Flavel, the CEO of private bank and wealth manager Coutts, is to step down with immediate effect as the fall out from the Nigel Farage bank account fiasco continues.
Read more ...Tech funds top performance for H1 2023
- Thursday, 27 July 2023
- Articles

The best-performing investment sector for the first half of 2023 was the Technology & Technology Innovation TR sector which showed an overall rise of 24.83%, according to data from FE Analytics.
Read more ...Nest CEO Helen Dean to step down
- Thursday, 27 July 2023
- Articles

Helen Dean is to step down as CEO of the UK’s largest pension scheme, the government-backed Nest, which focuses on auto-enrolment.
Read more ...Regulators to drop £10,000 complaints claim limit
- Thursday, 27 July 2023
- Articles

The FCA, PRA and Bank of England are to remove the £10,000 limit on compensation payments related to complaints about the regulators due to be implemented from 1 November.
Read more ...Fintel acquires Competent Adviser
- Thursday, 27 July 2023
- Articles

Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.
Read more ...