Without clear guidance from the FCA and the Financial Ombudsman Service firms face the risk of 'hindsight regulation', the CEO of Quilter has warned as the regulator’s consultation on Targeted Support ends.
The FCA is to reduce or remove regulatory returns for 95% of regulated firms, it said today.
Pensions Minister Torsten Bell has been called on by Chancellor Rachel Reeves to help prepare the upcoming Autumn Budget, according to reports.
Three in four (75%) of those with estates of £5m or higher have already included a charitable gift in their estate planning, according to new research.
Average investment product documents sent to clients remain over 21,000 words long two years on from the FCA's Consumer Duty coming into force.
Three firms of advisers, Ardent Financial Planning, Key Financial Planning and Pyrford Financial Planning, have gained CISI Accredited Financial Planning Firm (AFPF) status.
The FCA has produced a workplace savings guide to provide clarity for employers on the rules surrounding employment-based schemes.
LGT Wealth Management has appointed Kirsty Thomson as a wealth planner in its Edinburgh office in response to growing demand for wealth planning in the region.
Over nine in ten (94%) of pension transfer cases reviewed by the XPS Scam Protection Service raised at least one scam warning flag in July.
Private equity-backed Financial Planning firm Amber River has raised over £135,000 for a trio of children’s charities with a sponsored charity bike ride.