Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Read more ...New entrant to IFA Professional Indemnity market
- Wednesday, 23 September 2020
- Articles
Specialist UK Professional Indemnity insurance firm Inperio is to launch a new PI product for independent financial advisers in the UK.
Read more ...Men and women engage differently with Planners - survey
- Wednesday, 23 September 2020
- Articles
Only 6% of women engage with their Financial Planner every month compared to 12% of men, according to new research.
Read more ...Pensioners owed up to £25k in GMP equalisation
- Wednesday, 23 September 2020
- Articles
Defined benefit pension scheme members could still be waiting to receive payments as much as £25,000 following the Guaranteed Minimum Pensions (GMP) Equalisations judgement in October 2018, according to a pensions consultancy.
Read more ...Financial Planners can use new platform to fund growth
- Tuesday, 22 September 2020
- Articles
Regionally, the new SME investment venture chaired by 7IM founder Justin Urquhart Stewart, says Financial Planning firms could be the recipients of new investment via its platform.
Read more ...Newsmakers: 7IM founder on launching new venture at 65
- Tuesday, 22 September 2020
- Articles
Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.
Read more ...Sharp decline in clients looking to pass on wealth
- Tuesday, 22 September 2020
- Articles
Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.
Read more ...Frenkel Topping shifts acquisition strategy
- Tuesday, 22 September 2020
- Articles
Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.
Read more ...iPensions launches platform SIPP
- Tuesday, 22 September 2020
- Articles
iPensions Group, recently rebranded from Momentum Pensions, has launched The Platform SIPP to enable advisers and clients to consolidate their pensions into an online managed SIPP solution.
Read more ...Equilibrium Financial Planning passes £10m turnover
- Tuesday, 22 September 2020
- Articles
Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.
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