A former HSBC private client adviser has been snapped up by Financial Planning firm Towry.
Read more ...Towry signs up new Financial Planner from HSBC adviser role
- Tuesday, 18 October 2016
- Articles

Managed portfolio launches shift away from discretionary managers
- Tuesday, 18 October 2016
- Articles

The creation of platform hosted managed portfolio service solutions has exceeded launches with discretionary manager custody over the last five years.
Read more ...Inflation jumps to the highest level in nearly two years
- Tuesday, 18 October 2016
- Articles

Latest issue of FP Today magazine now available
- Tuesday, 18 October 2016
- Articles

The second issue of Financial Planning Today magazine, the sister digital publication to this website, has been published and is available for free download to Financial Planners, Wealth Managers and Paraplanners.
Read more ...FCA tells Standard Life to review 8 years of sales in annuity probe
- Tuesday, 18 October 2016
- Articles

The FCA has told Standard Life to review all non-advised annuity sales from July 2008 following a probe of the sector.
Read more ...FOS: SJP adviser wrong over pension plan suitability
- Tuesday, 18 October 2016
- Articles

A complaint from a St. James’s Place Wealth Management client over claims of being “misled about tax benefits” has been partly upheld, with the ombudsman saying the adviser had failed to reach the right conclusion.
Read more ...New PFS smartphone app launches today
- Tuesday, 18 October 2016
- Articles

The Personal Finance Society has this morning officially launched a new smartphone app to help its members with information about key events.
Read more ...Govt axes plan for annuity re-sale market
- Tuesday, 18 October 2016
- Articles

The Government has axed plans for a secondary annuities market over fears about consumer protection in a surprise announcement late this afternoon.
Read more ...'Annuity plan axe defuses misselling Timebomb'
- Wednesday, 19 October 2016
- Articles

Another misselling scandal has been prevented after the ticking ‘timebomb’ of annuity re-sales was defused.
Read more ...PFS Financial Planning events attract nearly 2,000 delegates
- Wednesday, 19 October 2016
- Articles

Nearly 2,000 delegates are heading to The Personal Finance Society’s Financial Planning Symposiums starting next month.
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