Financial Planning and wealth management group Kingswood has appointed interim CEO Peter Coleman, former CEO of Positive Solutions, as its permanent CEO six months after the departure of David Lawrence.
Read more ...Failed SIPP firm Unity is sold as FCA probe continues
- Friday, 10 January 2025
- Articles

Unity SIPP, part of the £1.2bn failed PSG SIPP (PSGS) business, has been sold to Pathlines Pensions UK Limited, formerly London & Colonial (LCS).
Read more ...Chartered Planner owner launches investment firm
- Thursday, 09 January 2025
- Articles

The Attivo Group, parent firm of Chartered Financial Planning firm Attivo, has launched a new investment firm in partnership with SEI.
Read more ...Change management specialist joins Ombudsman
- Thursday, 09 January 2025
- Articles

Change management specialist Marc Harris has joined the Financial Ombudsman Service (FOS) as its new chief operating officer.
Read more ...DB transfer compensation payment values plummet
- Thursday, 09 January 2025
- Articles

Compensation for a typical pension transfer redress case continued to fall in the fourth quarter, with many claimants now receiving no compensation, according to a new report.
Read more ...Vanguard dominates most recommended investment solutions
- Thursday, 09 January 2025
- Articles

Vanguard products dominated the top 10 most recommended multi-asset and single asset investment solutions in 2024, according to new data from Defaqto.
Read more ...Financial services optimism falls after Budget
- Thursday, 09 January 2025
- Articles

The financial services sector has seen a sharp fall in optimism since Chancellor Rachel Reeves’ first Budget in October, according to the latest quarterly CBI Financial Services Survey.
Read more ...Titan Wealth adds head of sales from Succession
- Wednesday, 08 January 2025
- Articles

Wealth manager and investment firm Titan Wealth has appointed Scott Hamilton as its new head of sales.
Read more ...New investment head for Schroder Investment Solutions
- Wednesday, 08 January 2025
- Articles

Philip Chandler has been appointed chief investment officer (CIO) of Schroder Investment Solutions, while also maintaining his current position of head of UK multi-asset at the asset manager.
Read more ...MPs to review future of Lifetime ISA
- Wednesday, 08 January 2025
- Articles

The Treasury Committee has launched a review into the future of the Lifetime ISA.
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