The number of new complaints logged with the Financial Ombudsman Service (FOS) fell 34% in 2021/22.
Read more ...Progeny acquires Fry Group for international expansion
- Tuesday, 28 June 2022
- Articles
Financial Planning firm Progeny has agreed to acquire The Fry Group for an undisclosed sum.
Read more ...Jupiter CEO Andrew Formica to retire
- Tuesday, 28 June 2022
- Articles
Jupiter CEO Andrew Formica is to retire as CEO in October and return to his native Australia after three years with the fund manager.
Read more ...Standard Life cuts pension charges to appeal to advisers
- Monday, 27 June 2022
- Articles
Standard Life has reduced its personal pension charges for its AMPP and SIPP products to boost their appeal to financial advisers' clients.
Read more ...Pension transfer values fall to lowest since 2016
- Monday, 27 June 2022
- Articles
Average pension transfer values in May fell to £217,000, the lowest level seen since June 2016, as the number of transfers raising one or more warning flags rose to 83%.
Read more ...First Openwork grad scheme trainees start advice roles
- Monday, 27 June 2022
- Articles
The first set of graduate trainees at advice network The Openwork Partnership have moved into advice roles after completing their professional exams.
Read more ...Tavistock reports 14% rise in revenues
- Monday, 27 June 2022
- Articles
Expanding Financial Planning group Tavistock has reported a 14% rise in annual revenues at its advisory business to £32m for the year ended in March.
Read more ...Editor’s Comment: Women need a fairer deal
- Friday, 24 June 2022
- Articles
There is no doubt that the Treasury-backed Women in Finance Charter campaign has been a powerful engine of change when it comes to giving women better representation in senior management roles in financial services.
Read more ...Editor’s Comment: Thank you Mr Sunak
- Friday, 24 June 2022
- Articles
The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by.
Read more ...Editor’s Comment: That Was The Week That Was
- Friday, 24 June 2022
- Articles
The BBC TV satire show That Was the Week That Was became one of the most popular TV shows in the early sixties.
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