Wealth manager Tavistock has confirmed that it will reposition the business after receiving £22m from The Saltus Partnership today for its network of 140 self-employed registered individuals.
Read more ...Tavistock confirms repositioning after £22m Saltus deal
- Monday, 02 December 2024
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Skerritts rebrands as Shackleton and buys 4 firms
- Monday, 02 December 2024
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Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.
Read more ...Britons pump £20bn into cash savings
- Monday, 02 December 2024
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British savers put over £20bn into cash savings in October, the highest deposits ever seen outside of the Coronavirus pandemic.
Read more ...PFS adds 24 Financial Planning roadshows for 2025
- Friday, 29 November 2024
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The Personal Finance Society (PFS) has launched a programme of roadshows to be held across 24 locations in 2025.
Read more ...9 in 10 new advice requests retirement focused – report
- Friday, 29 November 2024
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Pension advice requests are dominating advisers' inboxes, with 9 out of 10 new requests from clients including retirement planning questions, according to a new report.
Read more ...TPR to shift to more prudential-style regulation
- Friday, 29 November 2024
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The Pensions Regulator (TPR) is to shift to a more prudential-style of regulation to protect savers from systemic risk.
Read more ...‘Reckless’ pension transfer adviser fined nearly £1.4m
- Friday, 29 November 2024
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Pension transfer specialist adviser Philip Pryke has been fined £1.4m by the FCA after his firm advised on 986 transfers, many of them not in the client’s best interests.
Read more ...9 in 10 advisers apologised to clients for platform service
- Friday, 29 November 2024
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More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.
Read more ...£1bn SIPP provider Intelligent Money defaults
- Thursday, 28 November 2024
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Failed SIPP operator Intelligent Money has been declared in default today by the Financial Services Compensation Scheme, opening the door to ex-clients with valid claims to receive compensation.
Read more ...Number of whistleblowing reports rises
- Thursday, 28 November 2024
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The number of whistleblowing reports rose by 15% (year-on-year) to 322 in the third quarter of this year.
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