Tilney Smith & Williamson has hired experienced Chartered Financial Planner and Dementia Champion Natasha Etherton for its Maidstone office as part of a recruitment drive in the South East.
Read more ...Chartered Planner and Dementia Champion Natasha joins Tilney
- Monday, 05 July 2021
- Articles
FCA to ban funeral plan commissions from 2022
- Monday, 05 July 2021
- Articles
The FCA will ban commissions on funeral plans from 29 July 2022 when it begins to regulate the funeral plans market for the first time.
Read more ...FCA aims to reverse 40% drop in listed firms
- Monday, 05 July 2021
- Articles
The FCA is consulting on plans to boost the number of listed companies and IPOs (initial public offerings) in the UK to encourage new investment and provide a wider choice for investors.
Read more ...Treasury consults on axing MiFID II 10% drop rule
- Friday, 02 July 2021
- Articles
The Treasury is consulting on whether to axe the 10% drop rule which requires advisers to write to clients if their portfolios drop by 10% or more.
Read more ...SIPP adviser shuts after surge in CMC-linked complaints
- Friday, 02 July 2021
- Articles
Pension adviser Portal Financial Services LLP has shut its doors to new business following a string of complaints to the Financial Ombudsman Service, many brought recently by Claims Management Companies.
Read more ...Openwork set for flexible 5 day a week office return
- Friday, 02 July 2021
- Articles
Openwork Partnership, one of the UK’s largest financial advice networks, is planning a staff return to a revised 5 day a week office working model from 6 September if the government further eases Covid-19 restrictions.
Read more ...Phased retirement trend has 'reversed' since pandemic
- Friday, 02 July 2021
- Articles
There has been a surprise decline in the number of advised clients ‘phasing’ retirement since the pandemic.
Read more ...Gilbert’s AssetCo takes £27.8m stake in Parmenion
- Thursday, 01 July 2021
- Articles
Former Standard Life Aberdeen joint chief executive Martin Gilbert’s AssetCo has acquired a 30% stake in Parmenion Capital Partners.
Read more ...FCA adviser fees to increase 1.5% to £82m
- Thursday, 01 July 2021
- Articles
Financial advisers will pay £82.3m towards the Financial Conduct Authority’s fees for the coming year, according to its annual fee policy statement.
Read more ...Planners react to CII 'mini-revolt' over PFS changes
- Thursday, 01 July 2021
- Articles
Financial Planners have shared their thoughts with Financial Planning Today on the Chartered Insurance Institute’s (CII) plans to deregister the Personal Finance Society (PFS).
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