Latest HMRC figures show that £794m has been repaid to people overtaxed on flexible retirement withdrawals since the Pension Freedoms were introduced in 2015.
Read more ...US private equity firm is new owner of Progeny
- Friday, 29 October 2021
- Articles

US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion.
Read more ...Mattioli Woods restores staff year-end bonuses
- Friday, 29 October 2021
- Articles

Mattioli Woods has reinstated staff bonuses this year after dropping them last year due to the pandemic.
Read more ...FOS costs rise as waits lengthen
- Friday, 29 October 2021
- Articles

The average cost per case for the Financial Ombudsman Service (FOS) has risen to £1040 in 2020/21 from £920 the previous year.
Read more ...Chartered Planner hires wellbeing expert
- Thursday, 28 October 2021
- Articles

Chartered Financial Planning firm Lucas Fettes Financial Planning has appointed Victoria Watts to develop its employee benefits and wellbeing proposition.
Read more ...Taxpayers should be on 'high alert' – AJ Bell
- Thursday, 28 October 2021
- Articles

The UK needs to be on “red alert” due to working taxpayers taking the worst hit from the Autumn Budget, according to AJ Bell.
Read more ...Zurich relaxes pandemic life insurance restrictions
- Thursday, 28 October 2021
- Articles

Zurich has relaxed its life insurance underwriting following restrictions introduced last year.
Read more ...Regulators unite to tackle climate change issues
- Thursday, 28 October 2021
- Articles

Financial services regulators have joined forces to address the attitude and approach of financial services firms to climate change.
Read more ...Numeracy scheme not enough says Quilter
- Thursday, 28 October 2021
- Articles

The Chancellor’s numeracy education scheme does not go far enough, according to wealth manager and Financial Planner Quilter.
Read more ...AutumnBudget: Experts welcome pensions 'net pay' fix
- Wednesday, 27 October 2021
- Articles

An estimated 1.4m people will benefit from Chancellor Rishi Sunak’s decision to fix the net-pay anomaly on pensions, a move broadly welcomed by industry experts.
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