Adviser platform and SIPP provider Nucleus has trimmed its standard annual Wrap platform charge by three basis points for holdings between £200,000 and £500,000.
Read more ...Fintel snaps up Synaptic Software in £4m deal
- Tuesday, 05 December 2023
- Articles
Acquisitive fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired Synaptic Software from AdvancedAdvT Limited in a £4m deal, subject to regulatory approval.
Read more ...FCA plans new 'easier' regime for overseas funds
- Monday, 04 December 2023
- Articles
The FCA has today set out plans to make it easier for overseas funds to access UK investors in preparation for the new Overseas Funds Regime (OFR).
Read more ...Standard Life backs Samaritans at Christmas
- Monday, 04 December 2023
- Articles
Standard Life, part of Phoenix Group, is backing the Samaritans charity with a series of activities ahead of Christmas to ensure people know where to turn to if they are struggling to cope during the festive period.
Read more ...Staffs-based adviser fails with SIPPs claims
- Monday, 04 December 2023
- Articles
Staffordshire-based pensions adviser Quadros Financial Solutions Ltd (FRN: 764760) has been declared as failed by the Financial Services Compensation Scheme.
Read more ...CISI announces dates of Financial Planning Week 2024
- Monday, 04 December 2023
- Articles
The next Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign to spread awareness of good Financial Planning, will be held on 22-28 January.
Read more ...FCA publishes database price list
- Monday, 04 December 2023
- Articles
The FCA has published the full price list of its database, with marketing companies taking out a weekly subscription to its firms' and individuals' data being charged almost £18,000 a year.
Read more ...FCA gives investment companies disclosure boost
- Friday, 01 December 2023
- Articles
The FCA has published details of temporary measures which will give investment companies a chance to improve cost disclosure.
Read more ...Wren Sterling relaunches employee benefits arm
- Friday, 01 December 2023
- Articles
Expanding national Financial Planning firm Wren Sterling has relaunched its employee benefits business under a new brand called Workplace.
Read more ...New SJP CEO Mark FitzPatrick starts job today
- Friday, 01 December 2023
- Articles
Mark FitzPatrick, the new CEO of national wealth manager St James’s Place, has started work today in his new role after the company received regulatory approval for the appointment.
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