Industry colleagues, friends and family are mourning the death of consumer champion Caroline Rookes, chair of The Pensions Ombudsman.
Read more ...New wealth manager buys £200m AUM Yorkshire Planner
- Monday, 23 October 2023
- Articles

New wealth manager and Financial Planner Liberate Wealth has acquired Yorkshire-based Ebor Financial Planning.
Read more ...Perspective notches up 75th adviser acquisition
- Monday, 23 October 2023
- Articles

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.
Read more ...FSCS warns about risks of pension ‘consolidation’
- Friday, 20 October 2023
- Articles

The FSCS, the government-backed financial safety net scheme, has published a series of case studies to warn consumers about the potential risks of consolidating pensions into one plan.
Read more ...IHT receipts jump £400m in latest half year
- Friday, 20 October 2023
- Articles

Inheritance Tax receipts rose by £400m year on year to £3.9bn in the latest half year from April to Sept - continuing the rapid upward trend seen in recent years, according to the latest data from HMRC.
Read more ...20% rise in decumulation and pension complaints - FCA
- Friday, 20 October 2023
- Articles

The number of newly-opened complaints about decumulation and pensions in the first half of 2023 was up 20% year on year, according to new data from the FCA.
Read more ...M&G kills off £565m Property fund
- Thursday, 19 October 2023
- Articles

M&G is to suspend and wind up its troubled M&G Property Portfolio Fund and sister fund, the M&G Feeder of Property Portfolio.
Read more ...Quilter adds customer panel in response to Consumer Duty
- Thursday, 19 October 2023
- Articles

Wealth manager and Financial Planner Quilter has added a new online consumer panel as part of its response to the FCA’s new Consumer Duty.
Read more ...Assets increase 20% for Tatton as IFA numbers rise
- Thursday, 19 October 2023
- Articles

Total assets under management rose 19.8% year-on-year to £14.78bn for investment manager Tatton Asset Management for the six months ended 30 September.
Read more ...FPSB presents top new award to former CEO Maye
- Thursday, 19 October 2023
- Articles

Global Financial Planning professional body The Financial Planning Standards Board has added a new award recognising individuals for their outstanding contributions to the profession.
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