Nearly 120 pension schemes have signed up to back a campaign launched by The Pensions Regulator to do more to fight pensions scams.
Read more ...4 in 10 adults plan 'significant' lifetime gifts
- Thursday, 24 December 2020
- Articles
One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.
Read more ...Walker Crips bolsters wealth management arm
- Thursday, 24 December 2020
- Articles
Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.
Read more ...RSMR creates new head of marketing role
- Thursday, 24 December 2020
- Articles
Expanding adviser investment research and fund ratings group RSMR has hired former Janus Henderson executive James Senior to be its first head of marketing.
Read more ...FCA register offline for 5 days due to Brexit changes
- Wednesday, 23 December 2020
- Articles
The FCA’s Financial Services Register will be offline for five days from 31 December to 4 January while the regulator makes Brexit-related changes.
Read more ...WH Ireland completes £7.8m Chartered Planner takeover
- Wednesday, 23 December 2020
- Articles
Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
Read more ...Chancellor appoints 3 new members of PRC
- Wednesday, 23 December 2020
- Articles
Chancellor Rishi Sunak has appointed three industry stalwarts as new members of the Prudential Regulation Authority’s governing body, the Prudential Regulation Committee.
Read more ...Trade body welcomes tax adviser regulation move
- Wednesday, 23 December 2020
- Articles
The Association of Taxation Technicians (ATT) has backed House of Lords recommendations that unregulated tax advisers be brought into regulation.
Read more ...Defaqto Engage adds over 1,000 risk-rated DFMs
- Tuesday, 22 December 2020
- Articles
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Read more ...Fairstone acquires second South West Financial Planner
- Tuesday, 22 December 2020
- Articles
Rapidly expanding Newcastle-based Chartered Financial Planning firm Fairstone has acquired South West-based Sovereign Wealth Management.
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