Six in ten Financial Planners are struggling with heavy workloads, identifying them as the greatest cause of work-related pressure, according to a new report.
Read more ...SJP partners get new vulnerable client tools
- Thursday, 21 April 2022
- Articles

Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.
Read more ...AJ Bell customers top 418,000 but inflows fall
- Thursday, 21 April 2022
- Articles

Platform and SIPP provider AJ Bell has reported total customer numbers rose 21% over the past year and 5% in the past quarter to 418,309, according to its Q2 trading update.
Read more ...72% of Britons risk pension beneficiary delays
- Thursday, 21 April 2022
- Articles

Almost three quarters (72%) of UK adults have never completed an expression of wish form for their pension.
Read more ...Third are saving less to meet rising living costs
- Thursday, 21 April 2022
- Articles

A third (36%) of UK adults are saving less due to rising living costs, according to new research.
Read more ...FCA bars BSPS adviser from selling assets
- Thursday, 21 April 2022
- Articles

The FCA has stepped in to bar South Wales adviser firm David Stock & Co Limited (DS&C) - which advised BSPS clients on pension transfers - from disposing of assets without permission.
Read more ...Moneyhub pilot to ‘automate Financial Planning’
- Friday, 22 April 2022
- Articles

Fintech firm Moneyhub is to launch a pilot application which it claims will enable consumers to automate Financial Planning.
Read more ...FCA secures £2m win under Proceeds of Crime Act
- Thursday, 21 April 2022
- Articles

QPay Europe Limited, has consented to a court order to give up £2m held in its name, following legal proceedings brought by the Financial Conduct Authority (FCA) under the Proceeds of Crime Act.
Read more ...Change in Private Equity owners for Ascot Lloyd
- Thursday, 21 April 2022
- Articles

European private equity firm Nordic Capital is to acquire Financial Planning firm Ascot Lloyd from current owners Oaktree Capital Management for an undisclosed sum.
Read more ...FCA relaunches pension transfer ‘advice checker’ tool
- Friday, 22 April 2022
- Articles

The FCA has relaunched its pension transfer ‘advice checker’ tool for consumers to help them assess whether they have received unsuitable advice.
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