Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.
Read more ...Planners react as GDP shrinks for second month
- Monday, 13 June 2022
- Articles
The UK economy shrank for a second month in April as businesses felt the impact of rising inflation.
Read more ...CCLA enters UK fund market with ESG launch
- Monday, 13 June 2022
- Articles
Responsible investment specialist CCLA Investment Management has entered the UK retail market with the launch of a new fund available through wealth managers and Financial Planners.
Read more ...Chartered Planner Lumin Wealth buys South East IFA
- Monday, 13 June 2022
- Articles
The acquisitive St Albans-based Chartered Financial Planner Lumin Wealth has acquired South East financial adviser Ashridge Financial Management – its third takeover in two years.
Read more ...SJP signs deal to advise 160,000 solicitors
- Friday, 10 June 2022
- Articles
Wealth manager St James’s Place has signed a deal to provide wealth management and Financial Planning services to the 160,000 solicitors who are members of the Law Society of England and Wales.
Read more ...New CDC pension schemes move step closer
- Friday, 10 June 2022
- Articles
The Pensions Regulator has set out a new code of practice for the authorisation and supervision of the government’s new Collective Defined Contribution (CDC) pension schemes.
Read more ...1,000 work experience places on offer from SJP
- Friday, 10 June 2022
- Articles
Wealth manager St James’s Place is offering 'virtual' work experience to 1,000 young people in July to provide a financial services career taster.
Read more ...Botched update caused CISI website to crash
- Friday, 10 June 2022
- Articles
The CISI was forced to take down its website for several hours this week after a failed upgrade by its hosting provider.
Read more ...US private equity firm acquires UK wealth manager
- Friday, 10 June 2022
- Articles
Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.
Read more ...Advisers 'shifting away' from fixed rate drawdown
- Friday, 10 June 2022
- Articles
Research of the adviser market has shown a sharp rise in the number using income drawdown modelling tools, with over half (51%) using the tools compared to 38% last year.
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