Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Read more ...Results reveal 6% assets slump at Hargreaves Lansdown
- Tuesday, 29 January 2019
- Articles

Hargreaves Lansdown saw assets fall 6% in the half year ended 31 December amid “geopolitical uncertainty.”
Read more ...‘Traumatised’ scam victims lose £1m each to fraudsters
- Tuesday, 29 January 2019
- Articles

Some victims of pension scams have lost more than £1m in savings each to fraudsters, new statistics have revealed.
Read more ...Wealth manager acquires Newcastle IFA
- Monday, 28 January 2019
- Articles

Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.
Read more ...Experts back FCA’s proposed new pensions measures
- Monday, 28 January 2019
- Articles

Experts from across the financial sector have backed FCA plans to revamp the way pension investments work.
Read more ...Schroders makes senior hire from Embark Group
- Monday, 28 January 2019
- Articles

Schroders has appointed Gillian Hepburn who joins the UK Intermediary business as intermediary solutions director.
Read more ...FCA consults on new pension freedoms regulations
- Monday, 28 January 2019
- Articles

The FCA has launched a consultation on measures to stop up to 100,000 consumers a year losing out on pension income when they access their pension freedoms.
Read more ...Most advisers predict further SIPPs consolidation
- Monday, 28 January 2019
- Articles

A new poll has revealed a majority of advisers foresee further consolidation in the SIPPs market.
Read more ...Grandparents think recession would benefit grandchildren
- Monday, 28 January 2019
- Articles

A large proportion of grandparents thought a recession would be good for their “snowflake” grandchildren, as a new survey revealed 35% had loaned them money, with only half of the cash repaid in full.
Read more ...CISI launches Chartered qualification in Cyprus
- Friday, 25 January 2019
- Articles

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.
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