Perspective planners to be rated on VouchedFor
- Monday, 24 March 2025
- Articles

Financial Planning Today magazine - new issue out
- Friday, 21 March 2025
- Articles

The latest issue of Financial Planning Today magazine is now available to read and is packed with tips and insights for Financial Planners, Paraplanners, Wealth Managers and IFAs.
Read more ...Chartered Planner acquires mortgage business
- Friday, 21 March 2025
- Articles

Expanding Chartered Financial Planner Lumin Wealth has acquired the mortgages arm of RBS Associates for an undisclosed sum.
Read more ...FCA to probe £4.8bn protection market commissions
- Friday, 21 March 2025
- Articles

The FCA has today launched a wide-scale review of the £4.85bn protection insurance market and whether commissions paid on products affect consumer outcomes.
Read more ...Inheritance tax haul hits £7.6bn in one year
- Friday, 21 March 2025
- Articles

The government’s inheritance tax take continues to rise rapidly and is up £800m on last year to £7.6bn, according to latest government data out today.
Read more ...71% of advisers worried about IHT threat to pensions
- Friday, 21 March 2025
- Articles

Over seven in ten financial advisers (71%) are worried about the impact of pensions becoming liable for inheritance tax (IHT) from 2027, according to new research.
Read more ...Quilter Cheviot adds new client app
- Friday, 21 March 2025
- Articles

Quilter Cheviot, the high net worth division of wealth manager Quilter, has added a new client app and portal to help clients keep track of their investments.
Read more ...Bank of England holds base rate at 4.5%
- Thursday, 20 March 2025
- Articles

The Bank of England’s Monetary Policy Committee (MPC) voted 8 – 1 to hold its base rate at 4.5% today, in a widely expected move.
Read more ...Quilter dominates Defaqto MPS performance awards
- Thursday, 20 March 2025
- Articles

Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.
Read more ...PFS adds 10 summer roadshows
- Thursday, 20 March 2025
- Articles

The Personal Finance Society (PFS) has launched 10 summer roadshows to be held in May and June across 10 UK locations.
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