Wealth manager Raymond James has completed its £280m takeover of rival Charles Stanley.

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Just four in ten pension savers are on track to achieve the 'moderate' level of income defined by the PLSA retirement income standards, according to a new report.

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Monday, 24 January 2022
Articles

Ray Tubman, founder of Bravura-owned back-office software provider FinoComp, has stepped down from his role at the helm of the firm.

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The Financial Services Compensation Scheme has opened the door to compensation claims against a failed financial adviser firm which arranged pension transfers for members of the British Steel Pension Scheme (BSPS).

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More than 3m pensioners keep all of their ISA savings in cash, a Freedom of Information request has revealed.

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Wealth manager and SIPP provider Mattioli Woods has faced delays to the appointment of David Kiddie as its new chairman.

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Reports of scammers impersonating HMRC in spoof phone calls have fallen by 97% over the past 12 months after a major crackdown by HMRC.

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Rapidly expanding Financial Planner and wealth manager Independent Wealth Planners has appointed Rob Allen as its new group CEO to succeed founder David Inglesfield who is stepping down from the role.

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MPs on the Public Accounts Committee have attacked the “shameful shambles” which led to an estimated 134,000 pensions, mostly women, being underpaid over £1bn in State Pension entitlement.

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The Financial Conduct Authority has sent a survey to 2,500 advice firms on its work related to the British Steel Pension Scheme (BSPS).

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