The Chartered Insurance Institute and its subsidiary, the Personal Finance Society - the professional body for Chartered Financial Planners - have issued a joint statement today stating they have reached “an agreement in principle” on a range of disputes between the two bodies.

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Delays in getting responses to letters of authority (LOA) and transfers are causing a headache for Financial Planners who are seeing client engagement levels drop as a result, according to a new report.

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The Financial Services Compensation Scheme (FSCS) has declared two pension advice firms in default.

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Earlier today pensions minister Guy Opperman confirmed he is not to continue in the role under new Prime Minister Liz Truss.

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Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.

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Prime Minister Liz Truss has relieved Guy Opperman MP of his duties as Minister for Pensions and Financial Inclusion.

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Revenue growth stalled at 2% to £31.7m for fintech and support services firm Fintel for the half year ending 30 June.

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Revenue at the Sense and Lyncombe adviser networks, part of Adviser Services Holdings Limited (ASHL), jumped by 66% to £71m in 2021.

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Friday, 16 September 2022
Articles

Fund manager Fidelity has expanded its ETF offering with a new range of thematic funds, including one investing in the Metaverse.

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Retirement provider Canada Life has increased its annuity rates for the 16th time this year. 

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