Fast-growing Chartered Financial Planning firm Fairstone has fully acquired Sims Financial Planning, marking the firm’s third acquisition of 2018.
Read more ...Old Mutual Wealth to list on LSE as Quilter
- Monday, 23 April 2018
- Articles

Old Mutual Wealth has revealed it expects to list as Quilter on the London Stock Exchange on 25 June.
Read more ...Martin Lewis to sue Facebook over scam adverts
- Monday, 23 April 2018
- Articles

MoneySavingExpert.com founder Martin Lewis has said he intends to sue Facebook over a series of scam adverts posted on the site by criminals.
Read more ...Harwood buys retirement adviser for £1.15m
- Monday, 23 April 2018
- Articles

Financial Planner and wealth manager Harwood Wealth Management has bought Ascot-based retirement solutions specialist Plan65 for £1.156m.
Read more ...Nearly half of over-55s worried pensions cash will dry up
- Friday, 20 April 2018
- Articles

Almost half of people over 55 are worried about running out of money before they die, according to the findings of a new survey.
Read more ...HMRC to appeal Sippchoice in-specie ruling
- Friday, 20 April 2018
- Articles

HMRC is understood to be seeking leave to appeal a ruling which said it has to allow pension tax relief at source on in-specie Sipp contributions.
Read more ...Scottish Widows launches Drip-feed Drawdown option
- Friday, 20 April 2018
- Articles

Scottish Widows has launched Drip-feed Drawdown, a phased retirement income system to make retirement savings ‘last longer.’
Read more ...Morningstar unit to help planners with fund selection
- Friday, 20 April 2018
- Articles

Morningstar has launched a new business unit offering institutions and financial advisers seeking to outsource fund selection or asset allocation access to a series of Select Lists and Model Portfolios.
Read more ...New figures reveal leap in protection products sales
- Friday, 20 April 2018
- Articles

Financial technology business IRESS has released data showing an upward trend in the sale of protection products via its Exchange platform.
Read more ...Financial Planning firm appoints CIP to expand client options
- Thursday, 19 April 2018
- Articles

Financial Planning and advice firm Helm Godfrey has partnered with discretionary investment management company PortfolioMetrix, to provide investment options for clients.
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