Average investment product documents sent to clients remain over 21,000 words long two years on from the FCA's Consumer Duty coming into force.
Read more ...Average T&Cs still top 20,000 words despite Consumer Duty
- Thursday, 28 August 2025
- Articles

3 Financial Planning firms achieve CISI accredited status
- Thursday, 28 August 2025
- Articles

Three firms of advisers, Ardent Financial Planning, Key Financial Planning and Pyrford Financial Planning, have gained CISI Accredited Financial Planning Firm (AFPF) status.
Read more ...FCA adds workplace savings guide to boost employer take-up
- Thursday, 28 August 2025
- Articles

The FCA has produced a workplace savings guide to provide clarity for employers on the rules surrounding employment-based schemes.
Read more ...LGT adds Scots tax specialist as demand rises
- Wednesday, 27 August 2025
- Articles

LGT Wealth Management has appointed Kirsty Thomson as a wealth planner in its Edinburgh office in response to growing demand for wealth planning in the region.
Read more ...Pension transfer scam red flags pass 94%
- Wednesday, 27 August 2025
- Articles

Over nine in ten (94%) of pension transfer cases reviewed by the XPS Scam Protection Service raised at least one scam warning flag in July.
Read more ...Amber River team raises £135k with charity ride
- Wednesday, 27 August 2025
- Articles

Private equity-backed Financial Planning firm Amber River has raised over £135,000 for a trio of children’s charities with a sponsored charity bike ride.
Read more ...1 in 3 advisers target existing clients for growth
- Wednesday, 27 August 2025
- Articles

A third (36%) of financial advisers are striving to increase existing clients’ assets to build organic business growth, according to a new report.
Read more ...Whitechurch to close Pulse platform after takeover
- Wednesday, 27 August 2025
- Articles

Whitechurch Securities' online investment platform Pulse is to close following the takeover of Whitechurch by wealth manager Ascot Lloyd.
Read more ...4,465 FCA impersonation scams reported in 6 months
- Wednesday, 27 August 2025
- Articles

The FCA has revealed it received more than 4,000 'fake FCA' scam reports from consumers in the first six months of 2025.
Read more ...Intelliflo acquired by US investment firm for £148m
- Tuesday, 26 August 2025
- Articles

Cloud-based adviser fintech provider Intelliflo, which supports many Financial Planners, has been acquired by US investment firm Carlyle in a deal worth up to $200m (£148m).
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