The FCA’s plans to make investment advisers set aside funds in advance to compensate investors if bad advice is given have been cautiously welcomed by Financial Planners.
Read more ...FCA 'polluter pays' proposals cautiously welcomed by Planners
- Wednesday, 29 November 2023
- Articles
Shock as Hargreaves Lansdown chair exits
- Wednesday, 29 November 2023
- Articles
Under-fire Hargreaves Lansdown (HL) chair Deanna Oppenheimer has unexpectedly announced today that she will step down from the role and will be replaced by Alison Platt, a former chair of L&G Financial Advice and former CEO of advice network Countrywide.
Read more ...Advisers to set aside funds for 'bad advice' costs - FCA
- Wednesday, 29 November 2023
- Articles
The FCA has today published proposals to compel investment advisers to set aside funds in advance to compensate investors if bad advice is given.
Read more ...FCA targets greenwashing with new measures
- Tuesday, 28 November 2023
- Articles
The FCA has launched a package of measures to improve the 'trust and transparency' of sustainable investment products and tackle 'greenwashing.'
Read more ...Annuity deals differ by £13,240, says Canada Life
- Tuesday, 28 November 2023
- Articles
The top open market annuity could pay £662 more a year over a typical 20-year period than the worst-paying, according to Canada Life.
Read more ...160,000 financial services workers need skills upgrade
- Tuesday, 28 November 2023
- Articles
Some 160,000 financial services workers need their skills upgraded according to a new report which suggests that improving workers could provide an additional £555m a year to the UK economy.
Read more ...Planners must improve retirement income assessments
- Tuesday, 28 November 2023
- Articles
Financial Planners and advisers need to improve their approach to retirement income suitability assessments by considering clients' financial personality, such as whether they are spenders or savers.
Read more ...PFS celebrates 105 new Chartered and Fellow members
- Tuesday, 28 November 2023
- Articles
More than 100 new Chartered and fellow members of the Personal Finance Society have celebrated their graduation at Westminster Chapel in London.
Read more ...Chartered Planner Fairey snaps up £100m AUM Norfolk rival
- Monday, 27 November 2023
- Articles
East Anglian Chartered Financial Planning firm Fairey Associates has acquired Norfolk’s £100m AUM Tailored Retirement & Investment Planning for an undisclosed sum.
Read more ...Typical DB pension transfer values slip below £150k
- Monday, 27 November 2023
- Articles
The transfer value a typical DB pension could fetch fell below £150,000 in October for the first time since last year’s mini budget, according to pensions and SIPP firm XPS Group.
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