The Financial Conduct Authority (FCA) said its review of fund managers found that most were falling short on assessing the value of their funds.
Read more ...Planners question 1 in 4 client gifting wishes
- Tuesday, 06 July 2021
- Articles

Financial Planners felt obliged to challenge one in four clients wishing to gift money to children, according to a new report.
Read more ...Boom in DFM sector driving down charges
- Tuesday, 06 July 2021
- Articles

A considerable growth in the number of available MPS solutions is helping to drive down charges, according to adviser data provider Defaqto.
Read more ...iPensions partners with Rackspace for tech upgrade
- Tuesday, 06 July 2021
- Articles

SIPP provider iPensions Group has partnered with Rackspace Technology to upgrade the technology for its new platform.
Read more ...Openwork expands graduate scheme
- Tuesday, 06 July 2021
- Articles

The Openwork Partnership, one of the UK’s largest financial advice networks, has expanded its graduate recruitment scheme to its wider business functions and announced the recruitment of an additional 15 graduates.
Read more ...Fintech Altus sold to Canadian firm Equisoft
- Monday, 05 July 2021
- Articles

Bath-based financial services technology provider Altus has been sold to Canadian software company Equisoft for an undisclosed sum.
Read more ...SIPP expert Tilley joins Westbridge SSAS
- Monday, 05 July 2021
- Articles

Leading SIPP and SSAS expert Martin Tilley is to join Westbridge SSAS as director and head of Pensions Technical & Compliance from 9 August.
Read more ...Novia claims to offer first platform with profits fund
- Monday, 05 July 2021
- Articles

The Novia platform has claimed to be the first in the UK to offer a with profits investment product to advisers and their clients.
Read more ...Chartered Planner and Dementia Champion Natasha joins Tilney
- Monday, 05 July 2021
- Articles

Tilney Smith & Williamson has hired experienced Chartered Financial Planner and Dementia Champion Natasha Etherton for its Maidstone office as part of a recruitment drive in the South East.
Read more ...FCA to ban funeral plan commissions from 2022
- Monday, 05 July 2021
- Articles

The FCA will ban commissions on funeral plans from 29 July 2022 when it begins to regulate the funeral plans market for the first time.
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