Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.
Read more ...NHS pensioners hit record high in April
- Tuesday, 31 May 2022
- Articles

April saw a record number of pension benefits being awarded to NHS members, indicating a significant jump in those retiring.
Read more ...Female clients prefer to work with other women
- Tuesday, 31 May 2022
- Articles

Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Read more ...JM Finn reports 125% increase in flows
- Tuesday, 31 May 2022
- Articles

Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Read more ...Government to launch corporate reporting and audit regulator
- Tuesday, 31 May 2022
- Articles

The Government is to overhaul the corporate reporting and audit regime by launching a new regulator.
Read more ...Fraudster jailed for failing to pay confiscation order
- Tuesday, 31 May 2022
- Articles

A convicted investment fraudster has been jailed for six years and seven months after failing to pay a confiscation order.
Read more ...Progeny acquires Hampshire Planner
- Tuesday, 31 May 2022
- Articles

Financial Planning and professional services firm Progeny has acquired Hampshire-based Financial Planning firm Coll Perkins for an undisclosed sum.
Read more ...Woodford investors left 'in limbo'
- Monday, 30 May 2022
- Articles

Thousands of investors in the Woodford Equity Income fund have been left ‘in limbo’ three years after the fund was suspended.
Read more ...Clients putting aside more for care costs say Planners
- Monday, 30 May 2022
- Articles

Clients are increasingly including the cost of care in their discussions with their adviser, allocating around £60,000 per year for later life care, according to Financial Planners.
Read more ...FCA replaces Consumer Panel chair
- Monday, 30 May 2022
- Articles

The Financial Conduct Authority (FCA) has appointed Helen Charlton as the chair of the Financial Services Consumer Panel.
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