Phoenix Group Holdings is planning to buy Standard Life Assurance, the insurance operation, and Vebnet Limited (Standard Life’s employee benefits arm) for a total of £3.24bn.
Read more ...Two Financial Planning software providers integrate with iO
- Thursday, 22 February 2018
- Articles

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.
Read more ...CISI Northern Ireland branch gets new President
- Thursday, 22 February 2018
- Articles

John Cubitt Chartered FCSI has been appointed President of the Chartered Institute for Securities & Investment (CISI) Northern Ireland branch.
Read more ...FCA warns about TSB Wealth Advisory clone
- Thursday, 22 February 2018
- Articles

The FCA has warned that fraudsters are claiming to use the name TSB try to con investors.
Read more ...PFS warns BSPS fiasco may harm all advisers
- Thursday, 22 February 2018
- Articles

The Personal Finance Society has called balanced interevention as it warns that MPs attack on some BSPS pension transfer advice will damage the reputation of all advisers.
Read more ...AJ Bell mulling stock market float, say reports
- Thursday, 22 February 2018
- Articles

AJ Bell, the rapidly growing platform and Sipp provider, is considering floating on the stock market, according to Sky News reports.
Read more ...Lloyds Bank wants 1m new Financial Planning customers
- Wednesday, 21 February 2018
- Articles

Lloyds Bank has revealed plans to target the Financial Planning and pensions markets and is aiming for 1m new customers by 2020.
Read more ...Platforms fall short on service despite boom in business
- Wednesday, 21 February 2018
- Articles

The percentage of financial advisers putting all their business on platforms is up 45% to 16% in the last year but many advisers are unhappy with service levels, according to a report from data provider Defaqto.
Read more ...Chartered planner launches new specialist divorce service
- Wednesday, 21 February 2018
- Articles

A Chartered Financial Planner is making use of her own experience of divorce to launch a new service for separating couples.
Read more ...Raids and arrest as police probe pensions cold-calling
- Tuesday, 20 February 2018
- Articles

Police have raided four homes and businesses as part of an investigation into “poorly-run pension schemes suspected of links to cold-calling”.
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