SIPP and SSAS provider professional body the Association of Member-Directed Pension Schemes has expressed “strong opposition” to the DWP's consultation on the general pension levy for pension schemes.
Read more ...WH Ireland rejigs board following rescue
- Thursday, 16 November 2023
- Articles

Troubled wealth manager and Financial Planner WH Ireland has reorganised its board after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
Read more ...Room for improvement on ESG funds says FCA
- Thursday, 16 November 2023
- Articles

While most fund managers have made efforts to comply with the regulator’s expectations on the design, delivery and disclosure of their ESG and sustainable funds, more improvements are needed, the FCA says.
Read more ...Aviva wealth division sees 9% drop in net flows
- Thursday, 16 November 2023
- Articles

Aviva’s wealth division has reported a 9% drop in net flows (year-on-year) for the first three quarters of the year.
Read more ...Adviser cancelled for failing to submit returns
- Friday, 17 November 2023
- Articles

Bath-based investment adviser firm Ian Slinger (FRN: 723069) has had its Part 4A permissions to carry out regulated business removed by the FCA due to non submission of required returns.
Read more ...43% of clients expect to work past retirement age
- Friday, 17 November 2023
- Articles

New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.
Read more ...SJP throws weight behind schools’ financial education
- Friday, 17 November 2023
- Articles

Wealth manager St James’s Place has applauded a move by MPs to look at ways to boost financial education in schools as it reveals its own growing commitment to helping young people.
Read more ...Zedra to buy global private client fiduciary firm
- Friday, 17 November 2023
- Articles

Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles

There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Read more ...New issue of Financial Planning Today Magazine
- Tuesday, 21 November 2023
- Articles
The latest issue of Financial Planning Today Magazine is now available and includes a deep dive into Planner tech plus exclusive articles and features for Financial Planners, Paraplanners and Wealth Managers.
Read more ...