The Financial Conduct Authority (FCA) has proposed scrapping the requirement for packaged retail investment and insurance-based products (PRIIPS) providers to include performance scenarios in communications to clients.
Read more ...WH Ireland achieves Chartered status
- Wednesday, 21 July 2021
- Articles

Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).
Read more ...Savers can avoid 2028 pension age increase
- Wednesday, 21 July 2021
- Articles

Savers looking to transfer their pension have been offered the opportunity to avoid the normal minimum pension age increase in 2028 under new draft legislation proposed by HMRC.
Read more ...FCA secures £25m more for SIPP investors
- Tuesday, 20 July 2021
- Articles

The Financial Conduct Authority has secured £25m more compensation for 4,500 investors in the failed Park First scheme which saw investments sold to a number of SIPP investors.
Read more ...Fairstone adds 2 firms to buy-out scheme
- Wednesday, 21 July 2021
- Articles

Wealth adviser Fairstone, which incorporates a large Chartered Financial Planning firm, has added two new firms to its progressive acquisition Downstream Buy Out (DBO) programme.
Read more ...Close Brothers AM buys Chartered Planner firm
- Wednesday, 21 July 2021
- Articles

Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.
Read more ...Fintel sells Zest tech business for £10m
- Wednesday, 21 July 2021
- Articles

Fintel, formerly known as SimplyBiz, has sold its ‘non-core’ Zest tech business for £10m, the company reported today.
Read more ...55% of women finance workers ‘stressed’ by pandemic
- Wednesday, 21 July 2021
- Articles

A new survey by a Financial Planning professional body has revealed that 55% of women have suffered from "stress, anxiety or depression" in the past year.
Read more ...4 in 10 Planning firms considering platform ownership
- Thursday, 22 July 2021
- Articles

Over 4 in 10 (44%) of Financial Planning firms are considering operating a platform of their own instead of using or white-labelling a third-part platform, according to a new report.
Read more ...Revenues rise at Progeny as firm hunts for acquisitions
- Thursday, 22 July 2021
- Articles

Revenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.
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