More than 100 Financial Planners and Paraplanners have become the latest graduates from wealth manager St James’s Place’s training academy.
Read more ...Talbot and Muir buys The Pensions Partnership
- Tuesday, 03 December 2019
- Articles

SIPP and SSAS specialist Talbot and Muir has acquired Leeds-based SIPP and SSAS admin business The Pensions Partnership Limited from Group IFA for an undisclosed sum.
Read more ...Tilney boosts Financial Planner team in Scotland
- Tuesday, 03 December 2019
- Articles

Wealth manager and Financial Planner Tilney has further boosted its team in Edinburgh with the hire of Jacqueline Morton from Investec Wealth & Investment as a Financial Planner.
Read more ...Financial Planning ‘reality gap’ for HNW savers
- Monday, 02 December 2019
- Articles

The vast majority of HNW individuals (78%) believe that setting Financial Planning targets is important but only 1 in 4 have spoken to financial adviser this year, preferring to adopt a 'hit and hope' approach, according to a new survey.
Read more ...FCA wants more details of directors as SMCR looms
- Monday, 02 December 2019
- Articles

The FCA is to introduce a new form for MIFID II-regulated firms requiring them to provide information on management changes.
Read more ...34 planners join 1825 as GT deal completed
- Monday, 02 December 2019
- Articles

Standard Life Aberdeen’s Financial Planning arm 1825 has completed its largest deal to date with the completion of the takeover of Grant Thornton’s substantial Financial Planning business.
Read more ...CFP professionals double globally in 15 years
- Monday, 02 December 2019
- Articles

The global Certified Financial Planner body - the Financial Planning Standards Board - is celebrating its 15th anniversary this week by highlighting that the number of CFP professionals worldwide has doubled since its launch in 2004 from 90,000 to more than 181,000.
Read more ...Warning as savers riskily stash millions at home
- Monday, 02 December 2019
- Articles

It has been revealed that nearly 20% of parents and grandparents hide their savings at home or in secret places, new research has found.
Read more ...PFS: DB transfer mis-selling scandal under way - panel
- Friday, 29 November 2019
- Articles

DB pension transfers are heading for a mis-selling scandal which will attract strong attention from 'ambulance chaser' claims firms, a panel of leading Financial Planners and experts predicted at the PFS 'Futureproof' Annual Financial Planning Conference this week.
Read more ...TPR publishes new investment governance rules guidance
- Friday, 29 November 2019
- Articles

The Pensions Regulator has published new guidance on investment governance rules.
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