The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.
Read more ...AMPS hears from HMRC at spring conference
- Tuesday, 20 May 2025
- Articles

The SIPP and SSAS trade body Association of Member-Directed Pension Schemes (AMPS) said it has made progress with liaison with regulators and demonstrated that by having representatives from HMRC at its annual spring conference.
Read more ...Nearly 1,900 clients hit by clone fraudsters targeting fund firms
- Tuesday, 20 May 2025
- Articles

The fund managers’ trade body, the Investment Association (IA), has warned that brand cloning scams have become the “leading source” of fraud risk with hundreds of investors losing millions of pounds.
Read more ...FCA rejects claims manager appeal over regulated activity
- Tuesday, 20 May 2025
- Articles

The FCA has turned down an application to annul its decision to halt regulated business at Hull-based claims management firm (CMC) Prestige Legal Ltd (FRN 915619).
Read more ...Evelyn launches low-cost index MPS to advisers
- Tuesday, 20 May 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has launched its Index managed portfolio service (MPS) to the UK financial adviser market for the first time.
Read more ...Fund managers turn their backs on US on tariff fears
- Tuesday, 20 May 2025
- Articles

Fund groups are turning their backs on US investments because they expect Donald Trump’s reciprocal tariffs to be partially reintroduced when the current 90 day pause expires on 8 July.
Read more ...Seccl promises ‘dramatic expansion’ after Octopus investment
- Tuesday, 20 May 2025
- Articles

White label platform Seccl is looking for a new chief after reshaping its management team and promising dramatic expansion on the back of further investment from owner Octopus, the details of which were undisclosed.
Read more ...Adviser M&A activity surges in April
- Monday, 19 May 2025
- Articles

The UK IFA market saw a surge in M&A activity in April, according to a report from investment and advisory firm Heligan Group.
Read more ...Openwork's 2plan restarts growth after FCA lifts VREQ
- Monday, 19 May 2025
- Articles

Restricted advice wealth manager 2plan, part of the Openwork Partnership, said it will restart its commitment to growth after the Voluntary Requirement (VREQ) imposed on it in 2024 was lifted by the FCA following a review.
Read more ...2 PFS board members resign including vice-president
- Monday, 19 May 2025
- Articles

Personal Finance Society vice-president Daniel Williams along with member director Ben Wright have become the latest senior people to exit the troubled organisation.
Read more ...