Thursday, 19 December 2013
Articles
L-R Neil Woodford and Mark Barnett, who will succeed him as Head of UK Equities.
Leading income fund manager Neil Woodford has joined Oakley Capital Management, it has been confirmed. Read more ...
Tagged under #Neil Woodford #Invesco Perpetual #Mark Barnett #Oakley Capital #Peter Dubens

Friday, 20 December 2013
Articles
Stpehen Jones of Cooper Parry Wealth
Financial Planning firm Cooper Parry Wealth, a winner of the IFP's prestigious 'David Norton Building Excellence Award', is to join PFK International – a global network of accountancy firms. Read more ...
Tagged under #Stephen Jones #Cooper Parry Wealth #PKF #PKFI

Friday, 20 December 2013
Articles
Towry website
Lighthouse Group has sold its stake in subsidiary company Deverill Black & Company to Towry for £501,000.
Read more ...
Tagged under #Towry #Lighthouse Group #Deverill Black & Company #Iain Black

Friday, 20 December 2013
Articles
Brooks Macdonald website
A £24m deal has been struck in principle for Brooks Macdonald to buy Levitas Investment Management Services. Read more ...
Tagged under #Brooks Macdonald #Levitas #Craig Knight

Friday, 20 December 2013
Articles
HMRC website
HM Revenue and Customs has launched an online tool to help people determine their residence status for tax purposes. Read more ...
Tagged under #HMRC #Tax #HM Revenue & Customs #Tax Residence Indicator

Friday, 20 December 2013
Articles
Aegon's offices
Aegon UK has purchased Novia Investment Services from Novia Financial Holdings. Read more ...
Tagged under #Aegon UK #Novia Investment Services #Aegon Retirement Choices #Tommy Young

Monday, 23 December 2013
Articles
Chancellor of the Exchequer George Osborne
The Government has announced it will axe the ban on moving cash from old Child Trust Funds to junior Isas. Read more ...
Tagged under #George Osborne #Junior Isas #Child Trust Funds

Monday, 23 December 2013
Articles
James Hay website

IFG, the parent company of Sipps specialist James Hay, has confirmed it has received a bid offer.
Read more ...
Tagged under #James Hay #IFG #IFP corporate member

Tuesday, 24 December 2013
Articles
The previous Powwow event
Organisers have confirmed the go ahead for the London Powwow next month - described as an "unconference" for Paraplanners. Read more ...
Tagged under #Paraplanners #John Redmond #Alan Gow #Paraplanner Powwow Down South #BPH Wealth Management

Monday, 23 December 2013
Articles
James Hay website
IFG, the parent company of Sipps specialist James Hay, has rejected a conditional bid offer. 
Read more ...
Tagged under #James Hay #IFG #IFP corporate member
  1. Retired women face £8,000 yearly short fall
  2. AIC backs CTF transfer to Junior Isa ban axe
  3. Financial advisers bullish about UK equities in 2014
  4. UK families with an employer pension rises to nearly 40%
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