Latest Financial Planning Today Magazine out now
- Tuesday, 19 January 2021
- Articles

The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector.
Read more...IronBright launches investment platform
- Tuesday, 19 January 2021
- Articles

Financial Planner-formed managed portfolio provider IronBright Investment Management has launched its own investment platform.
Read more...SFO secures increased confiscation 10 years after conviction
- Tuesday, 19 January 2021
- Articles

The Serious Fraud Office has secured a £163,350 increase in the confiscated amount awarded against boiler room fraudster David Vidgeon, bringing the total confiscation amount to £269,899 over ten years after he was convicted.
Read more...Jill Lucas joins Curtis Banks as NED
- Tuesday, 19 January 2021
- Articles

SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of Curtis Bank's recently acquired fintech firm Dunstan Thomas.
Read more...Defaqto launches income drawdown tool
- Tuesday, 19 January 2021
- Articles

Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.
Read more...Ex-Vanguard CEO joins Tilney Smith & Williamson
- Tuesday, 19 January 2021
- Articles

Former Vanguard CEO Bill McNabb has been hired by wealth manager Tilney Smith & Williamson as a non-executive director.
Read more...Pension transfers fall in 2020 but scam alerts rise
- Tuesday, 19 January 2021
- Articles

Pension transfer activity slumped by 20% during 2020 but signs of possible scams climbed with 49% of transfers showing at least one 'red flag', according to a new report.
Read more...AFH to resume acquisition drive as revenues rise 4%
- Tuesday, 19 January 2021
- Articles

Financial Planning and wealth management group AFH Financial said it would resume its hunt for acquisitions as revenues rose 4% to £77.1m for the year ending 31 October.
Read more...Transact FUD rise 9.1% after high first quarter inflows
- Tuesday, 19 January 2021
- Articles

Funds under direction (FUD) at platform Transact totalled £44.82bn at the end of December, an increase of 9.1% over the previous quarter as gross inflows rose.
Read more...PFS backs Financial Vulnerability Taskforce
- Monday, 18 January 2021
- Articles

The Personal Finance Society has been a key mover behind the launch of an independent Financial Vulnerability Taskforce aimed at supporting planners and advisers to spot and tackle consumer vulnerability.
Read more...