Punter Southall Aspire has expanded its team of Financial Planners with the appointment of Richard Cole, as director of Financial Planning in its Bedford office.
Read more ...Launch of Financial Planning Today print magazine
- Wednesday, 11 September 2019
- Articles
Financial Planning Today has launched a brand new print version of its popular digital magazine, also called Financial Planning Today.
Read more ...PFS members share Financial Planning best practice
- Wednesday, 11 September 2019
- Articles
Three new faces are joining the Personal Finance Society’s Financial Planning Practitioner Panel to share best practice with the professional body’s membership.
Read more ...SJP reviews incentives after ‘cruises and watches’ storm
- Wednesday, 11 September 2019
- Articles
St James’s Place (SJP) is to review its incentives for advisers after it was revealed they included high-value rewards such as cruises, cufflinks and watches.
Read more ...FOS receives over 200 complaints against adviser firms
- Wednesday, 11 September 2019
- Articles
The Financial Ombudsman Service received more than 200 complaints against large financial advisory firms in the first half of the year.
Read more ...Rathbones widens High Quality Bond Fund availability
- Wednesday, 11 September 2019
- Articles
Rathbone Unit Trust Management (Rathbones) will introduce its High Quality Bond Fund to a broader base of cornerstone UK investors, it has revealed.
Read more ...Aegon Master Trust receives TPR authorisation
- Wednesday, 11 September 2019
- Articles
The Aegon Master Trust has received authorisation from the Pensions Regulator (TPR).
Read more ...XPS Administration gets top employment award
- Wednesday, 11 September 2019
- Articles
XPS Administration, part of XPS Pensions Group, has been awarded silver level accreditation by Investors in People the international standard for people management.
Read more ...Paraplanners prepare for sold-out Powwow
- Tuesday, 10 September 2019
- Articles
Paraplanners are gearing up for the return of the annual Paraplanners Powwow which will be held in teepees in Aynho, Northants.
Read more ...Timeline integrates with Intelliflo Intelligent Office fintech
- Tuesday, 10 September 2019
- Articles
Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.
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