The Financial Conduct Authority is set to issue its major policy statement and final guidance for the new Consumer Duty requirements early tomorrow morning (Weds 27 July) but what can Financial Planners expect to see?
Read more ...4 in 10 households on track for retirement
- Tuesday, 26 July 2022
- Articles

Four in ten (42.7%) households are on track to achieve a moderate retirement income, according to a new report.
Read more ...Options parent acquires Mercer SIPP business in £3.3m deal
- Tuesday, 26 July 2022
- Articles

STM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.
Read more ...Punter Southall Aspire adds 2 senior hires to Planning arm
- Tuesday, 26 July 2022
- Articles

Punter Southall Aspire has added Vince Molloy and Simon Ashby to its Chartered Financial Planning arm.
Read more ...Planners help educate 23,000 students about money
- Tuesday, 26 July 2022
- Articles

More than 23,000 11-18-year-olds in schools and colleges in the UK have received personal finance education in the 2021/22 academic year thanks to a Personal Finance Society initiative.
Read more ...MPs brand NHS pension rules a national scandal
- Monday, 25 July 2022
- Articles

The cross-party Health and Social Care Committee has described pension tax rules a “national scandal” in a new report.
Read more ...MPs begin tax reliefs inquiry
- Monday, 25 July 2022
- Articles

2 advice firms default after 88 pension transfer claims
- Monday, 25 July 2022
- Articles

The Financial Services Compensation Scheme has declared two advice firms in default with over 88 pension transfer claims between them.
Read more ...Facebook to crack down on scammers - FCA
- Monday, 25 July 2022
- Articles

The FCA is close to an agreement with Meta - owner of Facebook, Instagram and WhatsApp - to tackle the rapid growth in online and social media scammers.
Read more ...8 in 10 clients initiated ESG conversation with adviser
- Monday, 25 July 2022
- Articles

Over 8 in 10 (82%) of advised ESG investors initiated the conversation about sustainable investing themselves, according to new research.
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