Women’s pension pots are half the size of a men’s at the point of retirement, according to a new report.
Read more ...IHT payments rise at fastest rate since 2015/16
- Thursday, 28 July 2022
- Articles
Inheritance tax (IHT) receipts rose 14% to £6.1bn in the 2021/22 tax year, the largest single-year rise since 2015/16.
Read more ...Revenue growth slows for Fintel but profits rise
- Thursday, 28 July 2022
- Articles
Total revenue for fintech and support services firm Fintel grew 2% to £32.3m (HY21: £24.9m) for the half year ended 30 June.
Read more ...Andy Agathangelou: Why regulation is failing
- Thursday, 28 July 2022
- Articles
In this exclusive Guest Column for Financial Planning Today, Andy Agathangelou, founder of the Transparency Task Force, looks at why regulation is failing to protect consumers, the human misery caused by financial crime and how Financial Planners can help.
Read more ...Glasgow Planner sells client book to Evelyn Partners
- Thursday, 28 July 2022
- Articles
Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy, has sold the firm’s client book to Evelyn Partners.
Read more ...SJP FUM drops by nearly £12bn in first half
- Thursday, 28 July 2022
- Articles
Wealth manager St James’s Place has reported a fall of nearly £12bn in Funds Under Management for the six months ended 30 June.
Read more ...FSCS probes 'ISA' firm which breached permissions
- Thursday, 28 July 2022
- Articles
Marvell Enterprises Limited has been declared under investigation by the Financial Services Compensation Scheme (FSCS).
Read more ...FCA launches cost of living crisis guidance for firms
- Thursday, 28 July 2022
- Articles
The FCA has launched a new section on its website to give regulated firms regularly updated guidance on helping clients hit by the cost of living crisis.
Read more ...Private equity-backed firm acquires Metis Wealth
- Wednesday, 27 July 2022
- Articles
Hurst Point Group has agreed to acquire Financial Planner and wealth manager Metis Wealth and Metis Asset Management.
Read more ...Curtis Banks adds pension calculation tools
- Wednesday, 27 July 2022
- Articles
SIPP provider Curtis Banks has added new tools and calculators to help Financial Planners tackle complex pension calculations.
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