Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.
Read more ...Quilter Financial Planning net flows up 43%
- Wednesday, 21 April 2021
- Articles
Quilter Financial Planning generated £1bn in integrated net flows for the three months ended 31 March, an increase of 43% from Q1 2020.
Read more ...66% of retirees risk pension pot running dry
- Wednesday, 21 April 2021
- Articles
Two thirds (66%) of adults retiring in 2021 risk running out of money in retirement, according to a new study.
Read more ...M&G property fund to reopen
- Wednesday, 21 April 2021
- Articles
The M&G Property Portfolio Fund and its feeder fund are to resume dealing next month on 10 May after being suspended for nearly 18 months.
Read more ...FCA proposes 1.5% rise in adviser fees
- Tuesday, 20 April 2021
- Articles
Financial advisers will see their Financial Conduct Authority fees rise by 1.5% in 2021-22 under proposals published today by the regulator.
Read more ...Q&A with PFS CEO Keith Richards
- Tuesday, 20 April 2021
- Articles
Financial Planning Today caught up with Personal Finance Society CEO Keith Richards about his impending departure from the professional body, how he sees the Financial Planning profession's state of health and his plans for the future.
Read more ...PFS to drop CEO role as Richards moves on
- Tuesday, 20 April 2021
- Articles
The Personal Finance Society, the 40,000-member professional body for Financial Planners, is to drop the role of CEO following the departure in June of current CEO Keith Richards.
Read more ...Referrals 'most important' when selecting a planner
- Tuesday, 20 April 2021
- Articles
Reputation and referrals are the most important factors when it comes to choosing a Financial Planner, according to new research.
Read more ...Jupiter posts £776m outflows for Q1
- Tuesday, 20 April 2021
- Articles
Jupiter Fund Management has reported net outflows of £776m in the three months ending 31 March as investors turned away from UK and European-focused equity strategies.
Read more ...£1.8m lost to pension scams in 2021
- Tuesday, 20 April 2021
- Articles
Nearly £2m has already been lost to pension fraud this year with the true cost likely to be much higher as victims often do not realise they have been scammed for several years.
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