A national IFA has warned that pension scheme members should not be “corralled” into high risk investments to finance tech start-ups.
Read more ...IFA in pensions warning over patient capital investment
- Tuesday, 30 October 2018
- Articles

Wealth manager achieves ‘gold standard’ in Financial Planning
- Tuesday, 30 October 2018
- Articles

A wealth management firm is celebrating after it was awarded Chartered status by the Chartered Insurance Institute (CII).
Read more ...FCA fines Liberty £5.2m for oversight failures
- Tuesday, 30 October 2018
- Articles

The FCA has fined Liberty Mutual Insurance Europe SE £5.2m for oversight and complaints handling failures.
Read more ...Fiducia appoints Chartered Financial Planner as new director
- Tuesday, 30 October 2018
- Articles

Fiducia Wealth Management has appointed a Chartered Financial Planner as a new company director.
Read more ...Budget 2018: Chancellor lays off pension tax relief changes
- Tuesday, 30 October 2018
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Experts breathed a sigh of relief as Philip Hammond’s Budget yesterday avoided a tax raid on pensions.
Read more ...FCA details probe into ‘fair pricing’ in financial services
- Wednesday, 31 October 2018
- Articles

The Financial Conduct Authority has confirmed details of its probe into ‘fair pricing’ in financial services alongside a market study into how general insurance firms charge customers.
Read more ...Robo firm Nutmeg launches full advice pilot
- Wednesday, 31 October 2018
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FCA reminds firms of obligations after Berkeley Burke case
- Wednesday, 31 October 2018
- Articles

The FCA has written to SIPP firms to reiterate regulatory commitments following the judgement in the Berkeley Burke case.
Read more ...AFH fund tops £110m with new acquisition
- Wednesday, 31 October 2018
- Articles

The property fund run by AFH Financial Group has topped £110m - double what it was a year ago.
Read more ...Quilter’s chief financial officer to exit in March
- Thursday, 01 November 2018
- Articles

Wealth manager Quilter's corporate finance director Mark Satchel will step up to become chief financial officer from March following the departure of current CFO Tim Tookey, who will step down at the same time.
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