Chartered Financial Planner Robin Melley has been appointed chair of the Financial Vulnerability Taskforce (FVT).
Read more ...Chartered Planner appointed chair of Vulnerability Taskforce
- Monday, 14 April 2025
- Articles

19% of IFAs expect clients to move to cash
- Monday, 14 April 2025
- Articles

One in five (19%) independent financial advisers (IFAs) expect an increase in their clients moving money from investments to cash savings due to increased market volatility.
Read more ...FCA probes banks on bereavement and power of attorney
- Monday, 14 April 2025
- Articles

The FCA has told banks and building societies they need to make “improvements” when it comes to dealing with customers affected by bereavement or registering a power of attorney.
Read more ...Westerby snaps up pension and IFA firm Redswan
- Friday, 11 April 2025
- Articles

Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
Read more ...Selectapension adds MPS analysis tool
- Friday, 11 April 2025
- Articles

Pension and investment planning software provider Selectapension has launched a new tool which enables advisers to compare the investment marketplace with MPS, multi-asset funds and pension funds.
Read more ...Experts welcome surprise GDP growth of 0.5%
- Friday, 11 April 2025
- Articles

UK GDP showed surprise growth of 0.5% in February - an increase that has been welcomed by industry experts as a sign of a stronger economy than expected.
Read more ...Professional trustees increase DB market share
- Friday, 11 April 2025
- Articles

Professional trustee firms held a market share of 43% in 2024, up from 39% of DB pension schemes in 2023, according to a new report.
Read more ...SJP issues volatility warning following US tariff pause
- Friday, 11 April 2025
- Articles

Wealth manager St James’s Place (SJP) has warned investors against attempting to time the market as President Trump presses pause on many of his planned international tariffs.
Read more ...Newcastle Financial Advisers buys County Durham Planner
- Thursday, 10 April 2025
- Articles

Newcastle Financial Advisers, part of Newcastle Building Society, has acquired County Durham-based Financial Planning firm Orchard Financial Management.
Read more ...Quilter Cheviot adds 3 international multi-asset funds
- Thursday, 10 April 2025
- Articles

Quilter Cheviot Europe, the Dublin-based arm of wealth manager Quilter, has launched three new international funds.
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