Three quarters of IFAs plan to retire in the next decade - 31% in the next two to five years - raising concerns there could be insufficient adviser numbers in the future.
Read more ...GAM rejects Swiss entrepreneur in favour of Liontrust
- Monday, 22 May 2023
- Articles

Swiss entrepreneur Marco Garzetti has reignited the battle for struggling Swiss fund manager GAM by saying he would do “whatever it takes” to keep the Swiss fund management group independent.
Read more ...Old Mill snaps up SIPP property specialist
- Monday, 22 May 2023
- Articles

South West Financial Planner and accountancy firm Old Mill has acquired commercial property pension specialist Quro Financial Solutions for an undisclosed amount from its founders who are retiring.
Read more ...M&G Wealth adds full PruFund range to platform
- Monday, 22 May 2023
- Articles

M&G Wealth has added the full PruFund range of funds to its M&G Wealth Platform.
Read more ...John Moret: Why SIPP regulation is a minefield
- Monday, 22 May 2023
- Articles

John Moret is one of the UK's leading pensions and SIPP experts and commentators. As he enters his 75th year, still working part-time, he continues a series of articles for Financial Planning Today looking back at his long career and key topics which have steered the pensions sector. In this second article he reviews the impact of the 'Dear CEO' letter the FCA sent to SIPP firms recently and what is means for regulation.
Read more ...Embark Platform to rebrand as Scottish Widows Platform
- Saturday, 20 May 2023
- Articles

The Embark Platform is to rebrand as the Scottish Widows Platform in a major revamp for the Embark Group.
Read more ...FCA halts BSPS adviser from making £50 redress offers
- Friday, 19 May 2023
- Articles

The FCA has imposed restrictions on a financial adviser firm based in South Wales to prevent it from making unsolicited offers of £50 in redress to BSPS members.
Read more ...FCA warns 3 individuals at DFM firm over conduct
- Friday, 19 May 2023
- Articles

The FCA has issued a warning about the conduct of three individuals at an unnamed Discretionary Fund Manager (DFM).
Read more ...Number of FCA-regulated firms falls by 149
- Friday, 19 May 2023
- Articles

Latest FCA data shows a sharp drop in the number of regulated firms in April as the number of authorised firms continues to tumble.
Read more ...CII appoints industry veteran as VP for local institutes
- Friday, 19 May 2023
- Articles

The Chartered Insurance Institute has appointed industry veteran Brian Caruth as interim Vice President for its 55 local institutes.
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