Schroders Personal Wealth, the new Financial Planning venture jointly owned by Schroders and Lloyds Bank, is aiming to become a top 3 ‘Financial Planning’ business by 2023.
Read more ...Schroders PW to be ‘top 3 Financial Planner’ by 2023
- Thursday, 20 February 2020
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2 online D2C firms combine to reach 570,000 investors
- Wednesday, 19 February 2020
- Articles

Online consumer investment platform interactive investor (ii) is to buy rival The Share Centre, creating a combined group with 570,000 customers.
Read more ...Investment manager IPS merges with Financial Planner
- Wednesday, 19 February 2020
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Investment manager IPS Capital LLP has merged with a close neighbour - wealth manager and Financial Planner Prospect Wealth Management.
Read more ...Surprise jump in CPI inflation from 1.3% to 1.8%
- Wednesday, 19 February 2020
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CPI inflation unexpectedly jumped from 1.3% in December to 1.8% in January, ONS reported today.
Read more ...Franklin to buy rival Legg Mason in £1.15 trn tie-up
- Wednesday, 19 February 2020
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Fund manager Franklin Templeton is to acquire rival Legg Mason in a deal which will create a global business managing £1.15 trillion in assets.
Read more ...Two new firms join CISI's Accredited elite
- Wednesday, 19 February 2020
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The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.
Read more ...Vanguard launches SIPP capped at £375 annual fee
- Wednesday, 19 February 2020
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Fund manager and platform Vanguard has unveiled its own SIPP product, the Vanguard Personal Pension.
Read more ...Hartley snaps up 4,000-client failed Sipp firm
- Wednesday, 19 February 2020
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Bristol-based SIPP and SSAS pensions and financial services firm Hartley Pensions has bought another closed or failed SIPP firm, this time snapping up Guinness Mahon Trust Corporation (GMTC).
Read more ...New Chancellor confirms 11 March Budget date
- Tuesday, 18 February 2020
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The new Chancellor Rishi Sunak has confirmed that the Budget will take place on 11 March, ending speculation it would be pushed back to give him more time.
Read more ...Investec AM staff to own 20% of shares after IPO
- Tuesday, 18 February 2020
- Articles

Investec Asset Management is to float on the London and Johannesburg Stock Exchanges in March with staff set to own 20% of shares.
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