Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office.
Read more ...iPensions acquires Morningstar SIPP and SSAS business
- Monday, 10 June 2024
- Articles
Manchester SIPP provider iPensions Group has acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd.
Read more ...Drawdown clients at risk, warns EV
- Monday, 10 June 2024
- Articles
Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Read more ...Pareto reports 14% increase in turnover
- Monday, 10 June 2024
- Articles
Manchester-based Pareto Financial Planning has reported strong growth across the business with a 14% increase in turnover in 2023-24 and more than £1bn in assets under management.
Read more ...Labour may abandon reintroduction of LTA - reports
- Monday, 10 June 2024
- Articles
The Labour Party may abandon its pledge to reinstate the pensions lifetime allowance (LTA), according to a report in the FT today.
Read more ...Just 4% would consider career as a financial adviser
- Friday, 07 June 2024
- Articles
Just 4% of people would consider a career as a financial adviser with a slightly higher percentage - 9% - saying they would consider a career as a Senior Paraplanner.
Read more ...Nearly 60% of charities hold no long term investments
- Friday, 07 June 2024
- Articles
A new study of Charity Commission data has revealed that 58% of charities hold no long term investments and are potentially missing out on £1.5bn in returns a year.
Read more ...Tavistock executive chairman becomes non-exec
- Friday, 07 June 2024
- Articles
Oliver Cooke has moved from his role as executive chairman of Financial Planning group Tavistock to become non-executive chairman.
Read more ...Troubled WH Ireland to sell division for £5m
- Friday, 07 June 2024
- Articles
Troubled wealth manager and financial services firm WH Ireland has agreed to sell its capital markets division for up to £5m to help stabilise its finances.
Read more ...2 in 3 over-40s ‘in the dark’ about Triple Lock
- Thursday, 06 June 2024
- Articles
Two in three adults aged 40 and over are in the dark about what the Triple Lock provides, according to a new survey.
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