Most financial advisers (91%) plan to adopt a hybrid advice model - combining in-person and digital engagement - over the next few years, according to a professional body’s poll.
Wealth manager and private bank Coutts is to launch in Scotland.
The Personal Finance Society, the body for Chartered Financial Planners, has added some leading Financial Planners to its 'PFS Power' CPD panel to help expand and strengthen the content.
Record DB pension transfer values have pushed up average costs for transferees by 10% in one year.
Pension transfer advice is under threat and may become scarce without action by regulators and pension schemes, according to new research.
Campaigners fighting to halt the deregistration of the PFS say they will fight on against the changes following the decision by Sian Fisher, CEO of parent body the Chartered Insurance Institute, to resign today.
Sian Fisher, the under fire CEO of the Chartered Insurance Institute, is to step down after more than six years in the role.
The Financial Conduct Authority has warned two IFAs and a stockbroker that they face fines and regulatory action over their alleged role in a £5.9m SIPP pension transfer scam.
Wealth manager and SIPP provider Mattioli Woods has appointed David Kiddie as chairman after current chairman Joanne Lake announced she would step down this month.
Pension lifetime allowance (LTA) penalty charges surged by 21% in 2019-20 to £342m (2018-19: £283m), according to data released by HMRC.
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