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.
Read more ...Lang cat recruits ex-HL exec Tom McPhail
- Friday, 20 August 2021
- Articles
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.
Read more ...Irwin Mitchell wealth arm hits £1bn AUM milestone
- Friday, 20 August 2021
- Articles
The wealth arm of personal injury legal firm Irwin Mitchell has reached the milestone of £1bn of assets under management this week.
Read more ...Just 14% of retirees taking regulated advice
- Friday, 20 August 2021
- Articles
Only 14% of retirees over 55 took regulated advice and 4% took Pension Wise guidance before giving up work, according to a new report.
Read more ...Pension cold call firm hit with £50,000 fine
- Thursday, 19 August 2021
- Articles
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.
Read more ...DB transfer values rise sharply
- 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.
Read more ...Planners say client long-term needs are changing
- Thursday, 19 August 2021
- Articles
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.
Read more ...4 in 5 Planners go beyond money matters
- Thursday, 19 August 2021
- Articles
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.
Read more ...Moret calls on FCA for customer care measurement
- Thursday, 19 August 2021
- Articles
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.
Read more ...Tilney adds to Financial Planning team
- Thursday, 19 August 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Saunderson House Financial Planner James Weston to its London team.
Read more ...