STM Group, parent company of SIPP provider Options, has agreed to acquire the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.

Emyr Blease, managing director of Wimbledon-based Chartered Financial Planning firm Holborn Financial, explains to Financial Planning Today in this Guest Column why he decided to sell his firm and why looking after his clients was paramount. 

Four in ten (42.7%) households are on track to achieve a moderate retirement income, according to a new report.

The Financial Conduct Authority is set to issue its major policy statement and final guidance for the new Consumer Duty requirements early tomorrow morning (Weds 27 July) but what can Financial Planners expect to see?

The Financial Conduct Authority has extended the deadline for implementation of its new Consumer Duty rules to 12 months.

At 7am this morning the Financial Conduct Authority published its long-awaited policy statement and final guidance for its new Consumer Duty requirements.

The latest issue of Financial Planning Today Magazine has just been published and you can view a preview by clicking the cover below. 

Wealth manager Investec Wealth & Investment is to promote chief commercial officer Barbara-Ann King to CEO in October as part of an executive reshuffle.

Financial Planners have nothing to fear from the Financial Conduct Authority’s (FCA) new Consumer Duty rules, according to providers.

Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.