Articles
Insurance and savings trade body the ABI has warned the Department for Work and Pensions (DWP) that a public pensions 'consolidator' must avoid undermining the DB scheme buyout market.
Fintech adds web-based CRM and management system
Written by Kat MitchellFintech Twenty7tec has launched a web-based practice management and CRM solution for financial advisers.
Pension scammers acting with impunity warns industry body
Written by Kat MitchellPension scammers are acting with impunity and few have ever been held to account, according to industry body The Pension Scams Industry Group (PSIG).
Neil Woodford turns finfluencer with new website
Written by Kat Mitchell“I am neither hero nor villain,” wrote Neil Woodford for the launch of his new website Woodford Views, less than a week after the FCA issued him with a warning notice.
Financial Planning trade body the Personal Finance Society (PFS) is to sponsor the 2024 NextGen Planners conference.
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Platform and SIPP provider AJ Bell saw £1.9bn in outflows in its quarter ending 31 March despite customer numbers topping 500,000 for the first time, it reported today.
Hoxton adds 380 clients with double Planner acquisition
Written by Kat MitchellAbu Dhabi-based IFA Hoxton Capital Management has added over 380 clients with the acquisition of two UK-based Financial Planning firms.
The valuation of independent financial advice businesses has dropped from an average of 4 times recurring income in 2022 to 3.3 times recurring income for the first quarter of 2024, according to a new study.
End of tax year surge for SIPPs with deluge of top ups
Written by Kat MitchellThere was a last-minute surge of activity from SIPP investors at the end of the tax year as they used the week after the Easter bank holiday to max their annual allowances.