The CISI has warned lessons need to be learned regarding the treatment of whistleblowers, following the FCA fining Barclays CEO Jes Staley for attempting to unmask one.
Read more ...96% of ‘millennials’ rule out investing
- Monday, 23 April 2018
- Articles

So-called ‘millennials’ have been deterred from investing, with 96% aged 25-34 ruling out building portfolios because investing is too ‘complicated.’
Read more ...SIPP firm announces website enhancement
- Monday, 23 April 2018
- Articles

SIPP and SSAS firm Talbot and Muir has announced a suite of website upgrades to aid advisers.
Read more ...Fairstone acquires Sims Financial Planning
- Monday, 23 April 2018
- Articles

Fast-growing Chartered Financial Planning firm Fairstone has fully acquired Sims Financial Planning, marking the firm’s third acquisition of 2018.
Read more ...Old Mutual Wealth to list on LSE as Quilter
- Monday, 23 April 2018
- Articles

Old Mutual Wealth has revealed it expects to list as Quilter on the London Stock Exchange on 25 June.
Read more ...Martin Lewis to sue Facebook over scam adverts
- Monday, 23 April 2018
- Articles

MoneySavingExpert.com founder Martin Lewis has said he intends to sue Facebook over a series of scam adverts posted on the site by criminals.
Read more ...Harwood buys retirement adviser for £1.15m
- Monday, 23 April 2018
- Articles

Financial Planner and wealth manager Harwood Wealth Management has bought Ascot-based retirement solutions specialist Plan65 for £1.156m.
Read more ...Nearly half of over-55s worried pensions cash will dry up
- Friday, 20 April 2018
- Articles

Almost half of people over 55 are worried about running out of money before they die, according to the findings of a new survey.
Read more ...HMRC to appeal Sippchoice in-specie ruling
- Friday, 20 April 2018
- Articles

HMRC is understood to be seeking leave to appeal a ruling which said it has to allow pension tax relief at source on in-specie Sipp contributions.
Read more ...Scottish Widows launches Drip-feed Drawdown option
- Friday, 20 April 2018
- Articles

Scottish Widows has launched Drip-feed Drawdown, a phased retirement income system to make retirement savings ‘last longer.’
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