The latest data from the Financial Conduct Authority shows the regulator hit half of its authorisations operating service metric between April and June.
Read more ...FPSB sets date for World Financial Planning Day 2023
- Wednesday, 09 August 2023
- Articles

World Financial Planning Day 2023 is to be held in October with the aim of promoting financial literacy and capability as well as the role Financial Planners can play in educating the public.
Read more ...Consumer Duty Alliance adds former regulator as forum chair
- Wednesday, 09 August 2023
- Articles

The Consumer Duty Alliance has appointed former FCA technical specialist Michael Lawrence as chair of its Consumer Duty forum.
Read more ...Only 1 in 3 advisers develop relationship with next generation
- Wednesday, 09 August 2023
- Articles

Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.
Read more ...Half of Planners seeing clients withdraw from investments
- Thursday, 10 August 2023
- Articles

Almost half (46%) of Financial Planners have had clients withdrawing funds from their investments to cover essentials bills and address income shortfalls due to the cost of living crisis, according to a new report.
Read more ...Advice group LEBC enters administration
- Thursday, 10 August 2023
- Articles

National IFA, pensions and employee benefits consultancy firm LEBC has entered into administration after selling its assets to sister company Aspira Corporate Solutions.
Read more ...FCA warns fund managers over value assessments
- Thursday, 10 August 2023
- Articles

The Financial Conduct Authority has warned fund managers to improve their value assessments to ensure they deliver fair value for retail consumers.
Read more ...Charles Stanley hires Brown Shipley CoP team
- Thursday, 10 August 2023
- Articles

Charles Stanley will add Brown Shipley’s Court of Protection team to its existing team after Brown Shipley decided to exist the specialist market.
Read more ...Scottish Widows Platform partners with Origo
- Thursday, 10 August 2023
- Articles

Scottish Widows Platform, the new name for The Embark Platform, has partnered with the Origo Integration Hub to deliver Customer Relationship Management (CRM) solutions.
Read more ...Aegon takes over Nationwide Financial Planning business
- Thursday, 10 August 2023
- Articles

Nationwide Building Society will transfer its Financial Planning service to Aegon UK in a new extended strategic partnership Following a strategic review by the mutual.
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