The FSCS and Police Scotland are investigating a Scottish adviser firm after it appeared that insurance premiums and potentially investment contributions were not being passed on to providers.
Read more ...Chartered Planner launches financial education website
- Tuesday, 25 February 2025
- Articles

Chartered Financial Planner Rob Lewis has launched a new financial education website.
Read more ...Pension transfer times fall despite volumes rising
- Monday, 24 February 2025
- Articles

Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
Read more ...WASPI women threaten Government with legal action
- Monday, 24 February 2025
- Articles

The WASPI pensions campaign has written a letter to the Secretary of State for Work and Pensions threatening legal action unless the DWP reconsiders its decision to reject compensation.
Read more ...Brooks completes £50m sale of international business
- Monday, 24 February 2025
- Articles

Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.
Read more ...FCA cancels permission of Bromley-based advice firm
- Monday, 24 February 2025
- Articles

The FCA has cancelled the part 4A regulatory permissions of Bromley-based firm HLU Ltd (FRN: 938123).
Read more ...FCA finds most ongoing suitability reviews delivered
- Monday, 24 February 2025
- Articles

The Financial Conduct Authority’s review of ongoing advice data from 22 of the largest financial advice firms has found that suitability reviews were carried out in the vast majority of cases.
Read more ...Worried clients turning to Planners as IHT take soars
- Friday, 21 February 2025
- Articles

IHT receipts for the government in January leapt to £639m, up 15% on the £556m received in January 2024, according to new HMRC figures published today.
Read more ...£67bn of investor money stuck in 137 'dog' funds
- Friday, 21 February 2025
- Articles

Bestinvest’s Spot the Dog report, which highlights consistently underperforming funds, has revealed that investors have £67.4bn tied up in 137 poorly performing ‘dog’ funds.
Read more ...FSCS declares West Yorkshire Planner in default
- Thursday, 20 February 2025
- Articles

West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
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