National IFA, pensions and employee benefits consultancy firm LEBC has entered into administration after selling its assets to sister company Aspira Corporate Solutions.
Read more ...Half of Planners seeing clients withdraw from investments
- Thursday, 10 August 2023
- Articles
Almost half (46%) of Financial Planners have had clients withdrawing funds from their investments to cover essentials bills and address income shortfalls due to the cost of living crisis, according to a new report.
Read more ...Only 1 in 3 advisers develop relationship with next generation
- Wednesday, 09 August 2023
- Articles
Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.
Read more ...Consumer Duty Alliance adds former regulator as forum chair
- Wednesday, 09 August 2023
- Articles
The Consumer Duty Alliance has appointed former FCA technical specialist Michael Lawrence as chair of its Consumer Duty forum.
Read more ...FPSB sets date for World Financial Planning Day 2023
- Wednesday, 09 August 2023
- Articles
World Financial Planning Day 2023 is to be held in October with the aim of promoting financial literacy and capability as well as the role Financial Planners can play in educating the public.
Read more ...FCA hits half its authorisation service metrics
- Wednesday, 09 August 2023
- Articles
The latest data from the Financial Conduct Authority shows the regulator hit half of its authorisations operating service metric between April and June.
Read more ...CISI's Amyr Rocha Lima: Flexing retirement income muscle
- Wednesday, 09 August 2023
- Articles
In this guest column, Amyr Rocha Lima, chair of the CISI’s Financial Planning forum, looks at a different approach to flexible retirement income. This column first appeared in the July-August issue of Financial Planning Today magazine.
Read more ...Platforms ripe for consolidation says Fundscape
- Wednesday, 09 August 2023
- Articles
The latest direct platform data shows that the investment platform market is ripe for consolidation, according to Fundscape.
Read more ...Hastings credit union declared in default
- Tuesday, 08 August 2023
- Articles
The FSCS has declared Hastings & Rother Credit Union Limited (trading as 1066 Community Bank) in default.
Read more ...NS&I Premium Bond rates hit 24-year-high
- Tuesday, 08 August 2023
- Articles
Government-backed NS&I has raised its Premium Bond interest rates to 4.65%, from 4%), the highest level since 1999.
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