Platform provider Transact has launched a Lifetime ISA from today to add to its existing flexible ISAs and JISAs. It is one of a number of providers to launch LISAs although many banks have remained lukewarm on launching their own LISA.
Read more ...Cara, 19, is youngest to complete Diploma in Financial Planning
- Thursday, 06 April 2017
- Articles

Trainee Cara Gilbert, 19, from Ayrshire, has recently become the youngest person in the country to complete the Diploma in Financial Planning from the Personal Finance Society.
Read more ...Free consumer sessions for Financial Planning Week 2017
- Thursday, 06 April 2017
- Articles

The CISI is encouraging consumers to seek free Financial Planning sessions from qualified Financial Planners as part of its annual Financial Planning Week 2017 campaign which will take place during the week beginning 8 May.
Read more ...Probate fees rise may be new “stealth tax” - warning
- Thursday, 06 April 2017
- Articles

The government’s planned controversial probate fee reform could be a new stealth tax on bigger estates, a Financial Planning expert has warned.
Read more ...Old Mutual Wealth acquires Infiniti Financial Planning
- Thursday, 06 April 2017
- Articles

Old Mutual Wealth’s Private Client Adviser division has agreed terms to acquire Shrewsbury-based Infiniti Financial Planning.
Read more ...FCA resumes HBOS probe after 6 jailed
- Friday, 07 April 2017
- Articles

The Financial Conduct Authority is to resume its investigations into the Reading-based branch of Halifax Bank of Scotland after a police probe resulted in six people being jailed for a total of 47 years for fraud and money laundering offences.
Read more ...Liberty Sipp defies gloom to boost AUM to £1bn-plus
- Friday, 07 April 2017
- Articles

Manchester-based SIPP provider Liberty SIPP has defied market gloom in the SIPP sector to nearly double the value of its assets under administration in the past year.
Read more ...Share Radio to close in May
- Friday, 07 April 2017
- Articles

Share Radio, a financial and personal finance radio station, is to close in May after two and a half years of DAB broadcasting due to difficulty in attracting sufficient revenue.
Read more ...2 banned at firm which used fake client accounts
- Friday, 07 April 2017
- Articles

The Financial Conduct Authority has permanently banned and imposed financial penalties on two former employees of collapsed firm Worldspreads Limited (WSL) which used fake client accounts and made unauthorised use of real client accounts.
Read more ...7m under-35s ‘oblivious’ to pensions revolution
- Friday, 07 April 2017
- Articles

Research into the under-35s has revealed widespread ignorance of the pensions freedoms, two years on from the changes, with 7m saying they know “nothing” about the pension revolution.
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