The number of poorly-performing investment funds ‘named and shamed’ by Bestinvest’s ‘Spot The Dog’ report has halved over the past 6 months from 150 down to 77.

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Investment platform consultancy the lang cat has recruited Tom McPhail, the high profile former Hargreaves Lansdown pension spokesman and head of policy, to be its new director of public affairs.

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The wealth arm of personal injury legal firm Irwin Mitchell has reached the milestone of £1bn of assets under management this week.

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Only 14% of retirees over 55 took regulated advice and 4% took Pension Wise guidance before giving up work, according to a new report.

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The Information Commissioner's Office has fined Halifax-based marketing company Parkin Beacher Ltd (PBL) £50,000 for making nearly 100,000 illegal marketing cold calls to people about their pensions.

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Thursday, 19 August 2021
Articles

The XPS DB Transfer Index rose sharply in July to end the month at £260,000, just short of the record high of £261,500 seen in July 2020.

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Over 4 in 10 (41%) Financial Planners have seen clients change their long-term needs over the past 12 months, according to a new report.

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4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.

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Industry veteran John Moret has called on the Financial Conduct Authority (FCA) to offer greater clarity on measurement mechanisms to aid customer care performance monitoring and benchmarking.

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Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Saunderson House Financial Planner James Weston to its London team.

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