A total of £620m was invested in ISAs during March as the final rush to invest in the 2017/18 tax year got under way, the Investment Association has reported.
Read more ...Old Mutual Wealth launches new TVA service
- Thursday, 03 May 2018
- Articles

Old Mutual Wealth has launched a new Transfer Value Analysis service following the suspension of the old one last month
Read more ...FOS orders Sanlam to pay compensation
- Thursday, 03 May 2018
- Articles

Wealth management firm Sanlam has been ordered to pay compensation by the Financial Ombudsman Service for giving “unsuitable” advice.
Read more ...Chartered Financial Planning firm’s adviser to enter boxing ring
- Thursday, 03 May 2018
- Articles

Financial adviser Andrew Sutherland, of Chorley-based True Bearing Chartered Financial Planners, is in training for a charity boxing match.
Read more ...PI problems force pension transfer firm to close advice service
- Thursday, 03 May 2018
- Articles

O&M Pension Advice is to cease its activities as an Introductory Pension Transfer Advisory service.
Read more ...Fund firm defends processes after worker jailed for revenge porn
- Wednesday, 02 May 2018
- Articles

M&G Investments has defended its human resources process after a former worker was jailed for 16 weeks over revenge porn harassment against a colleague.
Read more ...Financial advisers recognised with Investors in People award
- Wednesday, 02 May 2018
- Articles

Financial adviser firm Foster Denovo has been awarded a silver accreditation against the Investors in People Standard, demonstrating the company's “commitment to high performance through good people management.”
Read more ...Broad welcome to FSCS funding shake-up
- Wednesday, 02 May 2018
- Articles

The financial services sector has welcomed a radical shake-up of the way the Financial Services Compensation Scheme (FSCS) is to be funded.
Read more ...Advisers flock to teach financial education in schools
- Wednesday, 02 May 2018
- Articles

More than 250 financial advisers have signed up to a volunteer scheme to reach out to schools and colleges in a drive to foster youngsters’ financial education.
Read more ...Many drawdown retirees failing to take financial advice
- Wednesday, 02 May 2018
- Articles

Nearly one in three pension savers using drawdown to fund their retirement have no investment experience and two in five (41%) of these drawdown beginners have received no financial advice or guidance, according to new research.
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