Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

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MPs on the influential Treasury Committee have today called on the FCA to explain its role in the shock departures of the Financial Ombudsman CEO and chair over the past few days.

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Wealthy Brits are more likely to attribute their wealth to investments in financial markets than in property, with more than a third choosing market performance.

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The aggregate surplus of DB pension schemes climbed to £239bn at the end of January, according to the latest Pension Protection Fund (PPF) 7800 Index.

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Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.

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Men’s DC pension pots are twice the size of women’s on average, according to new analysis from pensions consultancy Broadstone.

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The FCA has cancelled the part 4A regulatory permission of Northamptonshire-based firm Nectar Wealth Limited (FRN 800673).

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Tuesday, 11 February 2025
Articles

Fintel joint chief executive Neil Stevens will step down at the end of June, leaving Matt Timmins in sole charge of the fintech and adviser support services firm which owns SimplyBiz and Defaqto.

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Financial Ombudsman Service chair Baroness Manzoor today announced she would be stepping down in August - just days after FOS CEO Abby Thomas quit the organisation.

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SSAS provider WBR Group has acquired pension consultancy Censeo Actuaries & Consultants Limited for an undisclosed sum to enhance its offering of SSAS & DBSSAS and other actuarial services.

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