New Personal Finance Society President Sharon Sutton has launched a PFS Financial Planning Practitioner Panel comprising some of the UK’s leading Financial Planners.
Read more ...PFS launches Financial Planning Practitioner Panel
- Thursday, 21 September 2017
- Articles

MPs to review Pension Freedoms as concerns mount
- Thursday, 21 September 2017
- Articles

The Work & Pensions Committee is launching an inquiry into “whether and how far” the Pension Freedoms and other pension reforms are achieving their objectives and whether policy changes are needed to protect consumers better.
Read more ...Survey reveals adviser ignorance of new client data regulations
- Wednesday, 20 September 2017
- Articles

A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.
Read more ...Manse Capital appoints new MD and expands staff
- Wednesday, 20 September 2017
- Articles

Leeds-based Chartered Financial Planning firm Manse Capital has promoted Paul Everett, previously operations director, to managing director and made a number of new hires as part of its long-term expansion plans.
Read more ...European Wealth CEO Morton steps down from board
- Wednesday, 20 September 2017
- Articles

Acquisitive wealth management and Financial Planning group European Wealth has said that CEO John Morton, one of the founders of the company, has decided to step down from the board and the group after taking a leave of absence earlier this month.
Read more ...TPR bans 3 over suspected multi-million £ pension transfer scam
- Tuesday, 19 September 2017
- Articles

Three people have been banned from acting as pension trustees over suspicions that millions of pounds were scammed from investors whose pensions were transferred to schemes of which they were trustees.
Read more ...CISI pension transfer exam gets FCA approval
- Tuesday, 19 September 2017
- Articles

The Chartered Institute for Securities & Investment’s new Level 6 Certificate in Pension Transfers & Planning Advice has received approval from the FCA, says the professional body.
Read more ...National IFA firm moves to cashflow modelling
- Tuesday, 19 September 2017
- Articles

National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.
Read more ...Brown Shipley bolsters Edinburgh office with new hires
- Tuesday, 19 September 2017
- Articles

Brown Shipley, the wealth and investment management firm, has added two new appointments to its Edinburgh office, including an executive from a Financial Planning firm bought by the company in 2015.
Read more ...Momentum adds Sharia and Vanguard passive funds
- Tuesday, 19 September 2017
- Articles

SIPP specialist Momentum Pensions has widened its range of investment choices to add passive, ethical and Sharia options as well as a guaranteed income investment and a tie-up with low cost fund provider Vanguard.
Read more ...