Financial Planning News

IFP backs Question of Trust campaign to restore consumer confidence

Thursday, 05 July 2012

The Institute of Financial Planning is pleased to be supporting the The Question of Trust campaign, which is working to restore trust and confidence in financial services. Read more ...

Tagged under #nick cann #Shane Mullins #Question of Trust

Bank keeps base rate at 0.5% and pumps £50bn into economy

Thursday, 05 July 2012

Articles

The Bank of England held interest rates at 0.5 per cent today and also announced it would revive its Quantitative Easing programme, pumping billions of pounds into the economy. Read more ...

Tagged under #Bank of England #Base Rate #QE

Quilter Jersey staff beat RDR deadline and Jersey requirements

Thursday, 05 July 2012

Articles

Quilter has reported that all 10 investment managers in Quilter’s Jersey office are now compliant with the qualification requirements of the Retail Distribution Review (RDR). Read more ...

Tagged under #Quilter #Jersey #Tim Childe

Tracker funds "most popular funds" on Alliance Trust Platform

Thursday, 05 July 2012

Articles

Alliance Trust Savings has published the 20 most popular funds purchased on its i.nvest platform during the first half of 2012. Five of the top ten funds are tracker funds. Read more ...

Tagged under #Alliance Trust #Tracker Funds

Ken Davy's restricted advice national firm to be called Sandringham

Wednesday, 04 July 2012

Articles

L-R: Ken Davy and Steve Braidford of Sandringham

Following the announcement by SimplyBiz founder Ken Davy in May of the launch of a national financial advisory firm, set to launch later this year, the new name has now been revealed as Sandringham Financial Partners Ltd.

Tagged under #Ken Davy #restricted advice #Sandringham Financial Partners

Fourth Financial Planner joins social media-friendly Serenity

Wednesday, 04 July 2012

Articles

Financial Planning firm Serenity has expanded its coverage with a second Financial Planner in the North of England.

Tagged under #Phil Calvert #Tina Weeks #Serenity

One in four Britons saves nothing each month - survey

Wednesday, 04 July 2012

Articles

Britons are saving £87 each month, down from £100 last spring, and almost a quarter (23 per cent) are saving nothing each month, a rise from 17 per cent last spring.

Tagged under #Savings #NS&I

Higher rate tax payers offered temporary reprieve by HMRC

Tuesday, 03 July 2012

Articles

Higher rate taxpayers - the main client base of many Financial Planners - who have failed to submit tax returns are being offered the opportunity to come forward and pay up under a time-limited HM Revenue & Customs (HMRC) campaign.