The number of approved persons given the green light to work at appointed rep firms within three months of application has significantly improved in the latest quarter.
Read more ...Macclesfield adviser defaults over pension transfer claim
- Wednesday, 15 May 2024
- Articles
The Financial Services Compensation scheme has declared Macclesfield-based financial adviser Chestergate Financial Services Ltd (FRN: 459990) in default.
Read more ...Advisers shifting towards wealthier clients says Unbiased
- Wednesday, 15 May 2024
- Articles
IFA directory Unbiased has seen a 48% surge over the past year in the number of advisers using its service to seek clients with assets of at least £500,000 to invest.
Read more ...3 charged over CFD trading pension fraud
- Wednesday, 15 May 2024
- Articles
The FCA has instigated fraud proceedings against three people - Kristofer McGuire, Keith Williamson and Karla Walker - for their alleged involvement in an £8m high-risk trading scheme targeting pension savers.
Read more ...ABI welcomes pensions dashboards clarity
- Wednesday, 15 May 2024
- Articles
The ABI has welcomed the FCA’s plans to clarify the scope of their activity for firms interested in operating a Pensions Dashboard service.
Read more ...Chartered Planner Attivo adds 2 to board
- Wednesday, 15 May 2024
- Articles
Chartered Financial Planning firm Attivo has appointed Mark Knowlton as chief technology officer and Charlotte Watson as chief investment officer.
Read more ...Investors favouring index tracker funds
- Wednesday, 15 May 2024
- Articles
Investors are continuing to pile into index tracker funds, with technology funds also popular despite some of the largest tech companies encountering a difficult start to 2024, according to fund manager Fidelity International.
Read more ...Aggregate DB surplus hits £458bn, says PPF
- Wednesday, 15 May 2024
- Articles
The aggregate surplus of DB pension schemes increased from £455.5bn at the end of March to £458.3bn at the end of April, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...Entries open for the PFS Awards 2024/25
- Tuesday, 14 May 2024
- Articles
The Personal Finance Society Personal Finance Awards 2024/25 are now open for entry, include prestigious awards for Chartered Financial Planner of the Year and Chartered Financial Planning Firm of the Year.
Read more ...Verve Foundation launches new cohort of students
- Tuesday, 14 May 2024
- Articles
Verve Foundation, the not-for-profit organisation looking to bring new blood into the profession and help advisers to grow, has launched a new cohort of students starting their journey towards gaining their diploma in regulated Financial Planning.
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