Wealth manager St James’s Place has applauded a move by MPs to look at ways to boost financial education in schools as it reveals its own growing commitment to helping young people.
Read more ...SJP throws weight behind schools’ financial education
- Friday, 17 November 2023
- Articles
43% of clients expect to work past retirement age
- Friday, 17 November 2023
- Articles
New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.
Read more ...Adviser cancelled for failing to submit returns
- Friday, 17 November 2023
- Articles
Bath-based investment adviser firm Ian Slinger (FRN: 723069) has had its Part 4A permissions to carry out regulated business removed by the FCA due to non submission of required returns.
Read more ...Room for improvement on ESG funds says FCA
- Thursday, 16 November 2023
- Articles
While most fund managers have made efforts to comply with the regulator’s expectations on the design, delivery and disclosure of their ESG and sustainable funds, more improvements are needed, the FCA says.
Read more ...WH Ireland rejigs board following rescue
- Thursday, 16 November 2023
- Articles
Troubled wealth manager and Financial Planner WH Ireland has reorganised its board after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
Read more ...SIPP providers unite against DWP pension levy plan
- Thursday, 16 November 2023
- Articles
SIPP and SSAS provider professional body the Association of Member-Directed Pension Schemes has expressed “strong opposition” to the DWP's consultation on the general pension levy for pension schemes.
Read more ...MPs launch inquiry into boosting financial education
- Thursday, 16 November 2023
- Articles
The House of Commons Education Committee has today launched an inquiry into ways to strengthen financial education in schools.
Read more ...Platform net flows slump to record low in Q3
- Thursday, 16 November 2023
- Articles
Investment platforms saw their worst ever quarterly net flows in the third quarter - plummeting to just £2.3bn, according to investment research company Fundscape.
Read more ...FCA secures Restraint Order against WealthTek
- Thursday, 16 November 2023
- Articles
The FCA has secured a Restraint Order under the Proceeds of Crime Act 2002 against collapsed Newcastle-based wealth manager WealthTek as a criminal and regulatory investigation continues.
Read more ...7 in 10 adviser clients are over 50
- Thursday, 16 November 2023
- Articles
Close to 7 in 10 (68%) of financial advice clients are over the age of 50, according to a new report.
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