Ex-Royal Marine joins Financial Planning firm

Pareto Financial Planning has strengthened its team with the appointment of a former captain in the Royal Marines as an independent financial adviser.

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Jeremy Hunt ‘wins investors’ backing for PM’

With the winner of the Conservative Party leadership election, and the next Prime Minister, due to be announced this week research from The Share Centre shows personal investors would prefer for Jeremy Hunt to win.

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Drawdown investors profit in first 4 years of pension freedoms

Analysis of stock market returns by Aegon, since the introduction of the pension freedoms, has revealed the importance for drawdown investors of comfort with stock market volatility.

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Consumer complaints contradict provider perceptions

UK financial services firms are underperforming when it comes to complaints handling, despite their growing belief that customers are satisfied with their performance.

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SIPPs firm Curtis Banks launches new client portal

Independent SIPP operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP. 

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TPR hails new ‘quick and tough’ culture

The Pensions Regulator (TPR)has hailed the implementation of its “clear, quick and tough” approach.

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75% of pension schemes want more data investment

XPS Pensions Group has revealed that 75% of those responsible for pension schemes believe more investment is needed to improve member data.

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FCA warning over unauthorised ’Financial Planner’

The FCA has issued a warning over an unauthorised firm which claims to carry out ‘Financial Planning’.

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HMRC ‘clueless’ over pension tax relief fines

A new FOI response obtained by Royal London has revealed that HMRC do not know how many people they are fining each year over breaching rules relating to pension tax relief.

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Editor’s Comment: Financial Planning Survey points the way

We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

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