Standard Life’s Financial Planning division 1825 has revealed a management shake up which will see Julie Scott, current chief operating officer, promoted to CEO and current CEO Steve Murray becoming chairman.

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The FCA has closed its investigation into Police Mutual’s fair treatment of long term customers and said no further action will be taken but probes into five other insurers will continue.

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Thursday, 07 September 2017
Articles

The annual Paraplanners’ Powwow - the ‘unconference’ for Paraplanners held in teepees - has sold out and a waitlist has been set up.

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Caroline Stuart FPFS, a Chartered Financial Planner and head of technical at Financial Planning firm DB Wood in Newark, is the new host of this year’s Paraplanner Powwow taking place next week.

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The FSCS has declared 17 failed firms in default meaning that consumers could get back money they have lost as a result of their dealings with any of the firms.

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Financial Planner Ralph Zoing has joined forces with Lee Hurst, founder of new Financial Planning firm Harrogate Wealth Management, to support the firm’s rapid growth.

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Investment management and Financial Planning group Tilney has continued its recent recruitment drive with the addition of two new Financial Planners - Tyrone Samsonroy and Ben Gibson.

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The government has introduce a second finance bill today which will reinstate many of the changes dropped before the general election including the controversial cut to the Money Purchase Annual Allowance.

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Bristol-based online investment provider and Financial Planning firm Hargreaves Lansdown is joining the Association of British Insurers as its first platform provider member.

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Old Mutual Wealth, the business undergoing major changes ahead of a parent company split, has recruited a well known industry hand, Chartered Financial Planner John Porteous, for the newly-created role of retail customer solutions director.

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