An investment firm is calling on the new Chancellor to bring in flat rate tax relief on pensions tomorrow when he makes his first Autumn Statement.
Read more ...Investment firm calls for flat rate tax relief in Autumn Statement
- Tuesday, 22 November 2016
- Articles
New academy aids bid for more Chartered Financial Planners
- Monday, 21 November 2016
- Articles
A new investment academy is being launched for advisers working towards becoming a Chartered Financial Planner.
Read more ...New investment platform for advisers launched
- Monday, 21 November 2016
- Articles
Two tech firms are joining forces to launch a new investment platform for advisers aimed at targeting 5 million people lacking access to financial advice.
Read more ...Lords to ask: Is finance education in schools working?
- Monday, 21 November 2016
- Articles
The House of Lords is investigating whether the amount and level of financial education introduced to schools is yet to make a difference.
Read more ...Planner: Don't let cold call ban fail due to investments
- Monday, 21 November 2016
- Articles
A new law to ban pension cold calls must be prevented from having a “chink in the armour” by failing to include investments, a Chartered Financial Planner heading the campaign says.
Read more ...Welsh Financial Planning firm to hire 10 new advisers
- Monday, 21 November 2016
- Articles
A Welsh Financial Planning business is looking to expand rapidly after becoming directly authorised by the Financial Conduct Authority.
Read more ...Treasury ready to ban pension cold calling in Autumn Statement
- Saturday, 19 November 2016
- Articles
Chancellor Philip Hammond is believed to be ready to ban pensions cold calling in his Autumn Statement on Wednesday (23 November) after a vociferous campaign by pensions campaigners and the financial services sector including a number of financial advisers including Darren Cooke of Red Circle Financial Planning.
Read more ...People feel wealthy with salary of £65k per annum
- Friday, 18 November 2016
- Articles
Research into clients attitude to wealth has revealed that people feel “wealthy” if they earn £65,810 a year and have a household income of £86,170.
Read more ...Fund managers' body will “engage” with FCA over criticism
- Friday, 18 November 2016
- Articles
The Investment Association, the body which represents most UK fund managers, says it will “engage closely” with the FCA over the coming weeks on the FCA interim report published today which criticises weak competition in the fund management sector.
Read more ...FCA wants ‘all-in-one’ fund fee to tackle “weak” competition
- Friday, 18 November 2016
- Articles
The Financial Conduct Authority has found price competition in some areas of asset management to be “weak” and called for an all-in-one fee to help investors evaluate the true cost of investing. The all-in one fee would help investors “easily see what is being taken from the fund.”
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