Two industry technical veterans - with over 80 years experience between them - have set up a new business to help trustees cope with changing legislation.
Read more ...PIMFA urges radical review of PRIIPs regime
- Thursday, 30 September 2021
- Articles
Wealth management trade association PIMFA has called for the Financial Conduct Authority and the Treasury to review the Packaged Retail and Insurance-based Investment Products (PRIIPs) regime rather than taking a “sticking plaster” approach.
Read more ...Parmenion adds new charges to cover costs
- Thursday, 30 September 2021
- Articles
Investment platform Parmenion is to introduce new charges to help cover the cost of work involved in selected products.
Read more ...Quarter of 2021 retirees quitting jobs earlier than planned
- Thursday, 30 September 2021
- Articles
Almost a quarter (24%) of those retiring this year are quitting work earlier than intended due to the impact of the Coronavirus pandemic, according to a new report.
Read more ...SFO raids £150m investment schemes providers
- Thursday, 30 September 2021
- Articles
The Serious Fraud Office is investigating the Alpha and Green Park group of companies for misleading investors and money laundering.
Read more ...Planners need to engage better with younger clients - Progeny
- Thursday, 30 September 2021
- Articles
Financial Planners need to work together in order to engage the next generation of clients as soon-to-be inheritors, according to expanding Financial Planning firm Progeny.
Read more ...Nucleus confirms chief risk officer for combined group
- Thursday, 30 September 2021
- Articles
Nucleus’ chief risk officer Martin Ettles has been confirmed as taking on the same role across the combined Nucleus and James Hay platform group.
Read more ...Pareto FP forges partnership with accountancy firm
- Wednesday, 29 September 2021
- Articles
Pareto Financial Planning has partnered with accountants and business advisers Beever and Struthers to provide staff and clients with independent financial and wealth management advice.
Read more ...Chartered Planner flags up IHT rebate opportunity
- Wednesday, 29 September 2021
- Articles
Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.
Read more ...Nearly 1 in 5 retirees hit by a scam - FSCS
- Wednesday, 29 September 2021
- Articles
Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS).
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