Leading industry figure Ken Davy has warned the CII that it is in danger of bringing the Financial Planning profession into “disrepute” over its handling of its row with the Personal Finance Society.
Read more ...Industry leader Davy says independent PFS 'possible'
- Thursday, 21 November 2024
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Birmingham adviser completes management buy-in
- Thursday, 21 November 2024
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Birmingham-based financial advice firm Margetts Wealth Management has completed a management buy-in.
Read more ...FCA charges four with fraud offences
- Thursday, 21 November 2024
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The Financial Conduct Authority has started criminal proceedings against four individuals for conspiracy to commit false accounting, with three facing further charges for fraud.
Read more ...Medical leave extended for Close Brothers' CEO
- Thursday, 21 November 2024
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Close Brothers CEO Adrian Sainsbury is to continue his medical leave of absence which began in September, the company said today in a trading update.
Read more ...Most self-employed 'Boomers' hold zero pension savings
- Thursday, 21 November 2024
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Nearly two thirds (64%) of self-employed workers between 60 and 65 have zero private pension savings, according to a new think tank report.
Read more ...Fidelity adds private assets to workplace default
- Thursday, 21 November 2024
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Fidelity International is to add private assets to its £16.9bn default investment strategy for UK workplace pension schemes.
Read more ...Staffs adviser defaults after pension transfer claims
- Wednesday, 20 November 2024
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Staffordshire-based advice firm Norrix Financial Services Ltd (FRN: 224577) has been declared as in default by the Financial Services Compensation Scheme (FSCS).
Read more ...1 in 5 Britons admit to retirement planning regrets
- Wednesday, 20 November 2024
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One in five Britons (22%) wish they had learned to save for retirement earlier, according to a new report.
Read more ...CISI’s Morris joins global FPSB leadership team
- Wednesday, 20 November 2024
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Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.
Read more ...Adviser client satisfaction increasing says report
- Wednesday, 20 November 2024
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Financial advisers are delivering greater value to their clients who are more satisfied as a result, according to a new report.
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