SIPP provider Curtis Banks has launched a new tree planning initiative that will see more than 38,000 trees planted during 2023.
Read more ...Advisers should change thinking on risk says report
- Wednesday, 31 May 2023
- Articles

A change in the way financial advisers think about risk can lead to better outcomes for those in or approaching retirement, according to fund data provider FE Investments.
Read more ...UK workers confused by State Pension
- Wednesday, 31 May 2023
- Articles

British workers don’t understand how the State Pension works, while many struggle on even the basic aspects of how the state retirement system works, according to a new report.
Read more ...Verso appoints former Brown Shipley chief as new CEO
- Tuesday, 30 May 2023
- Articles

Acquisitive digital wealth manager Verso Wealth Management, which snapped up several Financial Planning firms last year, has appointed former Brown Shipley chief executive Alan Mathewson as group chief executive.
Read more ...PFS launches 2023/24 awards for Financial Planners
- Tuesday, 30 May 2023
- Articles

The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter.
Read more ...FSCS investigates BSPS adviser Niche
- Tuesday, 30 May 2023
- Articles

The Financial Services Compensation Scheme has launched an investigation into Newport-based Niche Independent Financial Advisers Ltd (FRN: 472635).
Read more ...FCA urged to differentiate decumulation and accumulation
- Tuesday, 30 May 2023
- Articles

More than half of financial advisers reckon the FCA’s thematic review of retirement income advice should recommend a different investment approach for clients in decumulation compared to those in accumulation.
Read more ...Scottish firm Acumen recruits five Financial Planners
- Tuesday, 30 May 2023
- Articles

Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.
Read more ...Annuity sales climb by 22% to 8-year high
- Tuesday, 30 May 2023
- Articles

Sales of annuities surged more than a fifth during the first three months of the year to reach their highest level for eight years.
Read more ...FCA halts business at ‘no client’ Mayfair adviser
- Friday, 26 May 2023
- Articles

The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.
Read more ...