Financial product data provider Moneyfacts.co.uk has tied up a deal with Cheshire-based Chartered Financial Planner firm Kellands to provide Financial Planning advice to users.
Read more ...North Wales Planner opens London office
- Wednesday, 12 May 2021
- Articles
Mold-based Celtic Financial Planning has opened new offices in Canary Wharf in London as it expands its team.
Read more ...£13.7m pension transfer fraud trial date set
- Wednesday, 12 May 2021
- Articles
A major trial involving an alleged £13.7m pension transfer fraud has been set to take place in June 2022 after three people appeared in court this week.
Read more ...Q1 platform inflows strongest since 2018
- Wednesday, 12 May 2021
- Articles
The platform sector has recovered strongly this year with inflows reaching the highest levels since the DB transfer and Pension Freedoms booms of 2018, according to the platform consultancy lang cat.
Read more ...Families of Planner clients could get 'secret' pensions
- Wednesday, 12 May 2021
- Articles
A report by pensions consultancy LCP has uncovered that thousands of families of Financial Planner clients could be due a 'secret' state pension they may not be claiming.
Read more ...Queen’s Speech offers no social reform clarity
- Tuesday, 11 May 2021
- Articles
The Queen’s speech at the State Opening of Parliament did not offer much hoped for clarity on the roadmap to social care reform despite a reference to bringing forward the reforms.
Read more ...1 in 3 Scots HNW clients have used a Planner
- Tuesday, 11 May 2021
- Articles
Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.
Read more ...Investors confused by responsible investing terminology
- Tuesday, 11 May 2021
- Articles
While nearly two thirds of UK investors prioritise responsible investing, the related terminology is causing confusion, according to a new report.
Read more ...Tilney Smith & Williamson sees 6.7% rise in net flows
- Tuesday, 11 May 2021
- Articles
Wealth manager Tilney Smith & Williamson reported a 6.7% increase in net inflows to £704.1m for 2020, in its first full year financial results since the merger.
Read more ...Exclusive: Number of SIPP providers falls to decade low
- Tuesday, 11 May 2021
- Articles
The number of providers in the SIPP sector has fallen to its lowest level in nearly a decade due to a wave of mergers and takeovers, according to new data.
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