The launch of a new FCA and TPR campaign to boost awareness of pensions scams has been welcomed by the profession.
The CISI, the global professional body for securities, investment, wealth and Financial Planning professionals, has relocated to its new office premises in Sri Lanka at 345, R.A De Mel Mawatha, Colombo 03.
Wealth manager Brewin Dolphin has appointed a new finance director.
Pension transfer values remained stable during July new figures have revealed.
Royal London has warned that property wealth in the family home is no ‘get out of jail free card’ for those with low pensions.
The Treasury has outlined its financial services legislation plans in the event of a ‘no deal’ Brexit although it believes a transitionary deal until December 2020 will still happen.
A retirement solutions and financial education provider has joined calls to retain the LISA (Lifetime ISA) despite Treasury Committee calls to kill off the ISA product.
Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.
Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.
Mattioli Woods, the wealth management and employee benefits business, has acquired Broughtons Financial Planning in a deal worth up to £4m.