The Chartered Insurance Institute has appointed Jennette Newman as chair of its Professional Standards Committee.
Read more ...CII appoints new chair of Professional Standards Committee
- Tuesday, 24 December 2019
- Articles
TPR authorises the first new master trust
- Tuesday, 24 December 2019
- Articles
HSBC Master Trust has become the first new master trust to be authorised by The Pensions Regulator which has so far focused on authorising existing schemes.
Read more ...Revealed: 10 best and worst funds of decade
- Tuesday, 24 December 2019
- Articles
A Japanese fund - Legg Mason Japan Equity - has topped the best performing funds over the past decade but the best performers were a mixed bag with no single sector dominating.
Read more ...People are happiest between ages 65 and 74 - ONS
- Tuesday, 24 December 2019
- Articles
The Office for National Statistics says its research has found that men and women both report enjoying the happiest times of their lives between ages 65 and 74.
Read more ...Drawdown will ‘fuel’ retirement advice market in 2020
- Monday, 23 December 2019
- Articles
Curtis Banks, the SIPP and SSAS provider, has predicted that growth in the retirement advice sector in 2020 will come mainly from pension savers and advisers changing or switching existing drawdown plans.
Read more ...Goldthorpe warns PI problems will overshadow 2020
- Monday, 23 December 2019
- Articles
The lack of Professional Indemnity insurance availability for IFA firms is ‘the biggest threat to adviser businesses’ in 2020, the chairman of Beaufort Group Simon Goldthorpe has warned.
Read more ...Wealth manager Kingswood buys Californian advisory firm
- Monday, 23 December 2019
- Articles
Kingswood, the wealth manager and Financial Planner, is to acquire a fledgling Californian investment adviser in a deal worth £3.1m, its second acquisition of a US advisory firm.
Read more ...Global group to buy Financial Planner Harwood for £91m
- Monday, 23 December 2019
- Articles
Global private equity group Carlyle is set to buy the three-year-old, acquisitive Financial Planning firm Harwood Wealth Management for £90.7m in a recommended cash deal.
Read more ...Fintech Gaudi recruits 3 big hitters including ex-Elevate MD
- Monday, 23 December 2019
- Articles
Gaudi, the SIPP and platform fintech business, has recruited three industry 'big hitters', including ex-AXA Elevate managing director David Thompson.
Read more ...FCA wins £170k court order against investment fraudster
- Friday, 20 December 2019
- Articles
The FCA has secured a confiscation order at Southwark Crown Court for £171,913 against Manraj Singh Virdee who was given a two year suspended prison sentence for cheating investors with a unauthorised investment scheme.
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