The Financial Services Compensation Scheme has declared in default a company with three trading names, including two Financial Planning arms, after at least one BSPS claim.
The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’
A new online inheritance tax planning hub for Financial Planners has been launched by investment provider Time Investments.
Outflows from retail funds accelerated to £2.5bn in February, according to data published today by the Investment Association trade body.
The Chartered Insurance Institute has launched a career development platform for Financial Planners and insurance professionals.
Almost two thirds (60%) of financial advisers are seeing more clients looking to update their wills and trusts than before the Coronavirus pandemic, according to a new report.
London-based wealth manager and Financial Planner EQ Investors is opening a new office in central Brighton, at Citibase in the Round Hill area of the city.
The Financial Conduct Authority will publish performance metrics for itself and the sector for the first time as it raises its annual funding requirement by 4.3%, according to the regulator’s business plan for the next three years.
The Pensions Regulator issued 20,555 compliance notices between July and December 2021, well down on the 35,087 issues for the previous six months.
Investment research provider Morningstar has revealed the winners of its 2022 UK Morningstar Awards for Investing Excellence.