SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business.
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.
April saw a record number of pension benefits being awarded to NHS members, indicating a significant jump in those retiring.
Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
The Government is to overhaul the corporate reporting and audit regime by launching a new regulator.
A convicted investment fraudster has been jailed for six years and seven months after failing to pay a confiscation order.
Financial Planning and professional services firm Progeny has acquired Hampshire-based Financial Planning firm Coll Perkins for an undisclosed sum.
Thousands of investors in the Woodford Equity Income fund have been left ‘in limbo’ three years after the fund was suspended.
Clients are increasingly including the cost of care in their discussions with their adviser, allocating around £60,000 per year for later life care, according to Financial Planners.