The legal changes required for the extension of pensions auto-enrolment have been pushed back until September.
Read more ...AJ Bell reports 10% rise in advised customers
- Thursday, 20 July 2023
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Total advised customer numbers for platform and SIPP provider AJ Bell rose 10% year-on-year to 156,368 for the quarter ending 30 June.
Read more ...Govt considering taxing inherited pension pots
- Thursday, 20 July 2023
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The Government is threatening to remove the ability to inherit an untouched pension pot tax free into a drawdown account if the deceased is under 75.
Read more ...Man charged over £1.3m unauthorised investment scheme
- Wednesday, 19 July 2023
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The FCA has launched criminal proceedings against Daniel Pugh over a £1.3m unauthorised investment scheme.
Read more ...CMA probes £242m Nucleus-Curtis Banks merger
- Wednesday, 19 July 2023
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The Competition and Markets Authority is to investigate the merger between platform Nucleus and SIPP provider Curtis Banks.
Read more ...Platform urges Chancellor to double savings allowance
- Wednesday, 19 July 2023
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Investment and SIPP platform AJ Bell has called on the Chancellor to double the personal savings allowance in his Autumn Budget.
Read more ...Investment and pension advice top £403m FSCS claims
- Wednesday, 19 July 2023
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The majority of the £403m in claims paid by the Financial Services Compensation Scheme in 2022/23 were due to investment and pension advice including SIPP operator failures.
Read more ...CPI falls to 7.9% - lowest for a year
- Wednesday, 19 July 2023
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CPI inflation has fallen to 7.9% for the year to June, the lowest level seen for over a year.
Read more ...3 Financial Planning firms achieve Accredited status
- Tuesday, 18 July 2023
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Three Financial Planning businesses have joined the CISI's exclusive list of Accredited Financial Planning Firms (AFPF).
Read more ...Manchester Planner firm staff raise £1.2m for charity
- Tuesday, 18 July 2023
- Articles

Workers at Manchester-based Pareto Financial Planning have raised more than £1.2m for charity in the last nine years.
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