The FCA has announced the final rules on the Directory - a new public register that enables consumers, firms and others to find information on key individuals working in financial services.
Read more ...Parents were key 'savings influencers' for 21m Britons
- Monday, 11 March 2019
- Articles

New research has revealed that parents have been the key savings ‘influencers’ for 21m Britons who have learned long-term habits from their parents.
Read more ...'Shocking' £200k FOS award limit rise comes under attack
- Monday, 11 March 2019
- Articles

A decision by the FCA to raise the limit on Financial Ombudsman Service compensation claim awards to £350,000 has been branded “shocking” and “counterproductive”.
Read more ...Drawdown cash withdrawals are ‘set to surge’, figures suggest
- Monday, 11 March 2019
- Articles

As the end of the tax year approaches Hargreaves Lansdown has predicted a surge in drawdown cash withdrawals.
Read more ...Editor’s Comment: Time for more Pete Matthews…
- Thursday, 07 February 2019
- Articles

One of the greatest challenges for Financial Planning in the long term is how to reach the millions who have never heard of Financial Planning or have only a vague idea of what it is and its value. The estimable Pete Matthew, an entrepreneurial Chartered and Certified Financial Planner, may be showing one important way forward.
Read more ...Financial Planner and wealth manager’s top 6 tax tips
- Monday, 11 March 2019
- Articles

Investors should not let uncertainty distract them ahead of tax year end according to wealth manager and Financial Planner Saunderson House, which unveiled its top 6 tax efficiency tips.
Read more ...57% of Britons don’t know bank balance, research shows
- Monday, 11 March 2019
- Articles

A high percentage of UK adults do not know how to manage their finances in a responsible manner, according to new research.
Read more ...CISI backs new FCA rules on professional bodies
- Tuesday, 12 March 2019
- Articles

Two leading financial services professional bodies have backed new FCA rules, which stipulate that individual members must to include their Professional body membership in its new Directory.
Read more ...Profits up 11% at Quilter but AUM is down by £4bn
- Tuesday, 12 March 2019
- Articles

Wealth manager and Financial Planner has reported pre-tax profits up 11% to £233m but AUM down by over £4bn in its maiden results since separating from Old Mutual.
Read more ...Tilney expands advice team with Scottish hires
- Tuesday, 12 March 2019
- Articles

Financial Planning and investment management group Tilney has hired two new members to its advice team.
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