FCA senior executive Kate Tuckley has told the Personal Finance Society annual conference today that the FCA's new 'targeted support' plans are no threat to professional and personalised holistic Financial Planning.
Read more ...Senior FCA exec: 'targeted support no threat to Planning'
- Thursday, 13 November 2025
- Articles
FCA warns CFD providers over Consumer Duty failures
- Thursday, 13 November 2025
- Articles
The FCA has issued a warning to providers of contracts for difference (CFDs) after its review found that some firms were not meeting its Consumer Duty requirements.
Read more ...1 in 5 Paraplanners using AI to meet rising workload
- Thursday, 13 November 2025
- Articles
One in five Paraplanners (22%) are using AI for either specific tasks or as part of their core processes in response to a growing workload.
Read more ...Wealth net inflows rise 8% to £8.3bn for Aviva
- Thursday, 13 November 2025
- Articles
Wealth net flows at Aviva rose 8% to £8.3bn for the nine months ended 30 September (9M24: £7.7bn).
Read more ...WH Ireland enters merger talks with Team
- Thursday, 13 November 2025
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Troubled wealth manager WH Ireland has entered talks for an all-share merger with fellow wealth manager Team.
Read more ...PFS National Conference gets under way in London
- Thursday, 13 November 2025
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The Personal Finance Society's annual National Conference - the biggest annual gathering of Financial Planners in the UK - gets under way today at London's Excel centre in Dockland.
Read more ...2 jailed for £600m Ponzi-style investment fraud
- Wednesday, 12 November 2025
- Articles
The head of a criminal gang and her accomplice have been jailed for playing key roles in laundering money from a high value investment fraud committed in China.
Read more ...FSCS forecasts lower levy in 2026/27 as SIPP claims dip
- Wednesday, 12 November 2025
- Articles
FSCS chief executive Martyn Beauchamp has forecast that the Financial Services Compensation Scheme levy, paid by regulated firms, will fall in the FSCS 2026/27 funding year.
Read more ...Treasury 'rejects' pensions lump sum cut - Telegraph
- Wednesday, 12 November 2025
- Articles
The Treasury has reportedly rejected moves to reduce or axe the pensions tax free lump sum, according to a report in the Daily Telegraph.
Read more ...YouTube Planners reaching millions of viewers
- Wednesday, 12 November 2025
- Articles
Britain’s most switched-on Financial Planners are now reaching millions of viewers on YouTube, a study by Financial Planning Today magazine has found.
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