Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.
Read more ...Nottingham Planning firm adds Chartered adviser
- Friday, 03 September 2021
- Articles
East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.
Read more ...Saltus buys £300m AUM Financial Planning firm
- Thursday, 02 September 2021
- Articles
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.
Read more ...Pandemic failed to halt growth of workplace pensions
- Thursday, 02 September 2021
- Articles
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.
Read more ...CISI branch President aims to reduce mental health stigma
- Thursday, 02 September 2021
- Articles
New President of the Chartered Institute for Securities & Investment (CISI)’s Liverpool branch, Vanessa Doyle ACSI, has pledged to raise awareness of and reduce stigma around mental health.
Read more ...SIPP commercial property queries jump 56%
- Thursday, 02 September 2021
- Articles
Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.
Read more ...Phoenix acquires £300m equity release book from Just
- Thursday, 02 September 2021
- Articles
Insurance firm Phoenix Group has acquired a portfolio of £300m equity release mortgages from Just Retirement Limited, part of the Just Group.
Read more ...Liontrust to launch sustainable multi-asset UCITS
- Thursday, 02 September 2021
- Articles
Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.
Read more ...Schroders' Planner arm expands to Leeds
- Thursday, 02 September 2021
- Articles
Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.
Read more ...FCA confirms DB transfer redress guidance review
- Thursday, 02 September 2021
- Articles
The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.
Read more ...