Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.
Read more ...FCA drops second advice review due to pandemic
- Friday, 16 July 2021
- Articles
The FCA has dropped it second advice suitability review due to probe retirement advice after reviewing its post-pandemic workload, the regulator confirmed today.
Read more ...Embark platform to recruit 50 new staff in Dundee
- Friday, 16 July 2021
- Articles
Retirement and platform provider Embark is to hire more than 50 people in Dundee over the next few months to boost its platform operations in the city.
Read more ...Free ‘prospecting’ function added to Truth cashflow tool
- Friday, 16 July 2021
- Articles
Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers.
Read more ...Probate fees set to rise if proposals accepted
- Friday, 16 July 2021
- Articles
The Government has released a consultation into measures that will see probate fees increase from £155 for probate professionals and £215 for individuals to a flat rate of £273 for all applicants.
Read more ...Exclusive: Q&A with CII chief executive Sian Fisher
- Friday, 16 July 2021
- Articles
In this exclusive Q&A Sian Fisher, CEO of the Chartered Insurance Institute, answers some key questions from Financial Planning Today Editor Kevin O'Donnell on the future of the organisation, its Personal Finance Society arm, and plans to consult with members on the direction of the 125,000 member professional body.
Read more ...CII shelves PFS plans until review concluded
- Friday, 16 July 2021
- Articles
The Chartered Insurance Institute board has shelved, at least temporarily, any plans to deregister its Chartered Financial Planner-body, the Personal Finance Society, until the results of a major review are known next year.
Read more ...Earnings figures put triple lock under strain
- Friday, 16 July 2021
- Articles
Figures published yesterday by the Office for National Statistics (ONS) show that average weekly earnings grew by 6.6% year on year in the three months to May 2021, putting the pensions triple lock under further pressure.
Read more ...Informed Choice closes office for Freedom Day
- Thursday, 15 July 2021
- Articles
Financial Planning firm Informed Choice is to close its office for the day on Monday 19 July in order to celebrate Freedom Day.
Read more ...WH Ireland makes first profit in 5 years
- Thursday, 15 July 2021
- Articles
Wealth manager WH Ireland has returned its first profit in five years in its final results for the year ended 31 March.
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