Schroders' Financial Planner adds 2 experienced hires

Schroders Personal Wealth, the new Financial Planning joint venture between Schroders and Lloyds Bank, has added two experienced hires from Morningstar and Quilter Cheviot.

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Editor’s Column: Pension Freedoms or Pensions Fiasco?

The case for reform of the Pension Freedoms is growing with news this week that hundreds of thousands of consumers are taking money out of pensions and most likely shovelling it into low interest bank accounts.

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Wealth managers ‘likely winners’ post-lockdown     

Wealth managers and fund managers are the most likely financial services firms to recover swiftly post-lockdown, according to predictions from a City adviser and research company.

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Jupiter shareholders back £370m takeover of Merian

Shareholders in fund manager Jupiter have voted to approve the takeover of rival Merian at the company’s AGM this week.

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John Moret: What Carey judgment means for SIPPs

What a difference a couple of weeks can make. In my last article I asked just what is “fair and reasonable” in the context of recent Financial Ombudsman’s (FoS) determinations relating to SIPPs and specifically referred to one recent decision involving Liberty SIPP Limited.

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Succession exec joins Mattioli for Financial Planning push

Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.

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AJ Bell to add DFMs to adviser platform

AJ Bell is to provide access on its adviser platform to selected DFM funds from the second half of 2020, it revealed in its six month interim results out today.

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PFS urges 4 month waiver on PI during pandemic

The Personal Finance Society has called for a four month ‘waiver’ for financial advice firms struggling to find affordable Professional Indemnity insurance during the Coronavirus pandemic.

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FSCS sets aside £44m for LCF claims

The Financial Services Compensation Scheme (FSCS) has blamed potential claims from the London Capital & Finance (LCF) mini-bond scandal for an additional £44m cost in its £649m 2020/21 budget.

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Edinburgh private bank hires new Financial Planning director

The Edinburgh-based private bank Adam & Company has appointed former Barclays Wealth Planning director Andy Hall as its new Financial Planning director.

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