Adviser support services provider Adviser Services Holdings Limited's Sense and Lyncombe networks have passed the 400 adviser mark with over £5bn in assets under influence.
Read more ...Fear of losses holding back potential investors
- Thursday, 16 September 2021
- Articles
The risk of losing money is the reason why almost half (47%) of consumers are reluctant to invest, according to a new report.
Read more ...FCA promises conditional cut to FSCS levy
- Wednesday, 15 September 2021
- Articles
The FCA has promised to reduce the FSCA levy from 2025 by 10% a year - but only if it can reduce the number of consumers being harmed by rogue financial services companies.
Read more ...Exclusive: Means-testing 'threat' for State Pension
- Wednesday, 15 September 2021
- Articles
A Financial Planner has told Financial Planning Today he believes the State Pension could be under threat of means-testing following the Government's decision to suspend the pensions triple lock for a year.
Read more ...Fintel sells fund arm to Tatton in partnership deal
- Wednesday, 15 September 2021
- Articles
Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.
Read more ...PFS re-elects President as debate on body’s future goes on
- Wednesday, 15 September 2021
- Articles
The directors of the PFS have re-elected Sarah Lord as President of the Personal Finance Society for a second term as debate on the future of the professional body goes on.
Read more ...56% of non-retirees worried about pension shortfall
- Wednesday, 15 September 2021
- Articles
Over half of non-retirees (56%) are worried that they are failing to save enough for retirement.
Read more ...Families 'overpaid' £280m IHT on insurance payouts
- Tuesday, 14 September 2021
- Articles
Over £280m of inheritance tax may have been unnecessarily paid on life insurance policies in 2018/19 which could have been avoided if the policies had been written in trust, according to a leading Chartered Financial Planner.
Read more ...Standard Life partners with Key for equity release
- Tuesday, 14 September 2021
- Articles
Standard Life, now part of savings and retirement business Phoenix Group, is to partner with Key to launch a range of lifetime mortgage products under the new Standard Life Home Finance brand.
Read more ...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles
Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
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