Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.

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SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of Curtis Bank's recently acquired fintech firm Dunstan Thomas.

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The Serious Fraud Office has secured a £163,350 increase in the confiscated amount awarded against boiler room fraudster David Vidgeon, bringing the total confiscation amount to £269,899 over ten years after he was convicted.

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Financial Planner-formed managed portfolio provider IronBright Investment Management has launched its own investment platform.

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Over eight in ten financial advisers would recommend careers in their profession to a friend who has been made redundant due to the Coronavirus pandemic, according to a new poll.

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The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector. 

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Wednesday, 20 January 2021
Articles

CPI inflation doubled in December to 0.6% from 0.3% the previous month.

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Only 20% of financial services professionals are confident that their firms are committed to ethical finance policies and ESG principles.

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Fund manager Jupiter has reshuffled its sustainable investing team in a move which sees the exit of 20 year Jupiter veteran Charlie Thomas for a new role outside the company.

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The FCA has revealed that 50% of authorised firms previously using the Gabriel data reporting system have moved across to the regulator’s new RegData data collection system.

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