The Australian-owned wrap platform Praemium, used by a number of UK Financial Planners, is to sell off its UK and international operations after receiving approaches from potential buyers.
Read more ...CPI inflation continues upward spike
- Wednesday, 14 July 2021
- Articles

The CPI (Consumer Prices Index) measure of inflation jumped to 2.5% in June from 2.1% in May.
Read more ...Man pleads guilty to forgery in FCA case
- Wednesday, 14 July 2021
- Articles

Stephen Allen has pleaded guilty to forgery after the Financial Conduct Authority pursued him to recover money investors lost in a £16.9m Unauthorised Collective Investment Scheme (UCIS).
Read more ...Household wealth increases £900bn during pandemic
- Tuesday, 13 July 2021
- Articles

Total household wealth has increased by almost £900bn during the pandemic, a 6% increase on pre-pandemic levels, according to a new report.
Read more ...DB transfer activity rises for third month - XPS
- Tuesday, 13 July 2021
- Articles

Defined benefit transfer activity increased in June for the third month in a row to high the highest levels seen since July 2020.
Read more ...Financial Planner launches own women’s network
- Tuesday, 13 July 2021
- Articles

Expanding Financial Planning firm Progeny has launched a Women in Professional Services Forum to build a community of female spokespeople and leaders within the firm.
Read more ...Pandemic will accelerate Financial Planning demand
- Tuesday, 13 July 2021
- Articles

The Coronavirus pandemic will accelerate demand for Financial Planning within the next five years, according to a new report.
Read more ...Dolfin clients to transfer to Britannia Global
- Tuesday, 13 July 2021
- Articles

The administrators of troubled wealth firm Dolfin Financial (UK) Ltd have agreed terms for 280 client agreements to be transferred to Britannia Global Markets.
Read more ...LISA early withdrawal penalties triple to £33m
- Monday, 12 July 2021
- Articles

Lifetime ISA (LISA) early withdrawal charges rose by more than 300% to £33m in the 2020/21 tax year, according to a Freedom of Information request.
Read more ...Talis IFA acquires Dover-based financial adviser
- Monday, 12 July 2021
- Articles

Talis IFA, an Ashford-based firm which looks after more than £100m in client funds, has acquired Regency IFA of Dover for an undisclosed sum following the retirement of its founder Barry Williams.
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