Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.
Read more ...Guernsey Finance selects new chief executive
- Wednesday, 04 March 2020
- Articles

Guernsey Finance, the agency that promotes the island’s finance industry around the world, has recruited Rupert Pleasant from wealth and trust manager Beauvoir Group to be its new chief executive.
Read more ...Life expectancy rises after years in doldrums
- Wednesday, 04 March 2020
- Articles

Life expectancy has improved slightly for men and women at both birth and age 65 after many years of stagnation, latest ONS figures show.
Read more ...Record 77% of employees in auto-enrolment pensions
- Wednesday, 04 March 2020
- Articles

A record 77% of UK employees were in a workplace pension in 2019, according to latest ONS figures released today.
Read more ...85 out of 100 advisers recommend the profession
- Wednesday, 04 March 2020
- Articles

More than eight out of 10 advisers say they would recommend the Financial Planning profession to family and friends, according to a Personal Finance Society poll.
Read more ...FCA tells firms to ready Coronavirus contingency plans
- Wednesday, 04 March 2020
- Articles

The FCA issued a statement today on Covid-19 (the Coronavirus) saying it expected all firms to have contingency plans in place in case they are hit by the virus.
Read more ...FSCS declares 30 firms in default in 3 months
- Wednesday, 04 March 2020
- Articles

The Financial Services Compensation Scheme has declared 30 failed regulated firms in default between 1 November and 31 January 2020, opening the door to compensation claims.
Read more ...Trustee firm director fined £10k for pension failures
- Thursday, 05 March 2020
- Articles

The director of a company acting as a trustee for 16 pension schemes has received a £10,000 court fine for failing to hand information to The Pensions Regulator.
Read more ...Paraplanner Kimberley wins PFS Fellowship award
- Thursday, 05 March 2020
- Articles

A Paraplanner who started as a junior has won the prestigious Simon Wheatley Shield and a £250 cash prize for being an outstanding candidate while completing her PFS Fellowship.
Read more ...Aviva reports 6% profit increase as costs are cut
- Thursday, 05 March 2020
- Articles

Aviva has reported a modest 6% increase in operating profit in 2019 from just over £3bn to £3.18bn.
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