Almost 9 in 10 Financial Planners expect to continue to provide some form of remote advice option as video conferencing has not prevented Financial Planners from gaining new clients, according to a new report.
Read more ...SJP gross inflows dip as FSCS costs rise
- Tuesday, 28 July 2020
- Articles

Net inflow of funds dropped slightly and funds under management fell by £1.3bn at wealth management giant St James’s Place in the first half of 2020.
Read more ...Financial Planners see increased enquiries during pandemic
- Tuesday, 28 July 2020
- Articles

Three in ten (31%) of Financial Planners have seen an increase in client enquiries since the outbreak of the Coronavirus pandemic, according to new research.
Read more ...Curtis Banks' Kingston dies in road accident at 47
- Monday, 27 July 2020
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SIPP provider Curtis Banks has paid tribute to its group communications director Greg Kingston who has died at the age of 47 in a holiday road accident.
Read more ...Fund raising launched in memory of Curtis Banks' Greg Kingston
- Monday, 27 July 2020
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A fund raising page has been set up in memory of Curtis Banks communications director Greg Kingston who died tragically in July at the age of 47 in a holiday road accident.
Read more ...Progeny adds 29 more staff as revenue jumps
- Monday, 27 July 2020
- Articles

Financial Planning group Progeny has recruited 29 new staff this year and reported a 28% rise in revenue in the first half.
Read more ...FCA launches upgraded Financial Services Register
- Monday, 27 July 2020
- Articles

The FCA has today launched its long-awaited upgraded Financial Services Register with what it calls a simpler design and clearer language.
Read more ...Pricing engine added to Platform Analyser tool
- Monday, 27 July 2020
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Financial services consultancy the lang cat has added a pricing engine as part of an upgrade to its Platform Analyser adviser tool.
Read more ...Savers resist urge to raid pensions during lockdown
- Saturday, 25 July 2020
- Articles

March and April saw big falls in the number of people enquiring about and accessing their pensions, according to data released today.
Read more ...Financial Planners reduce hours to care for others
- Friday, 24 July 2020
- Articles

Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.
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