Six in ten Financial Planners are struggling with heavy workloads, identifying them as the greatest cause of work-related pressure, according to a new report.
Read more ...FCA secures £2m win under Proceeds of Crime Act
- Thursday, 21 April 2022
- Articles
QPay Europe Limited, has consented to a court order to give up £2m held in its name, following legal proceedings brought by the Financial Conduct Authority (FCA) under the Proceeds of Crime Act.
Read more ...Scam warnings flagged for 7 in 10 pension transfers
- Wednesday, 20 April 2022
- Articles
Seven in ten pension transfer requests made in March showed indicators according to the XPS Pension Scam Flag Index.
Read more ...Workers failing to save enough for retirement say Planners
- Wednesday, 20 April 2022
- Articles
Whilst the latest data from the Office for National Statistics (ONS) shows auto-enrolment has boosted workplace pension participation, it has also shown that most are not saving enough for retirement, according to Financial Planners.
Read more ...FCA diversity disclosure rules come into force
- Wednesday, 20 April 2022
- Articles
The Financial Conduct Authority has finalised new rules requiring listed firms to disclose progress against diversity targets.
Read more ...Quilter AUM falls 4% in Q1 as net inflows hold steady
- Wednesday, 20 April 2022
- Articles
Financial Planning and wealth management firm Quilter saw assets under management and administration fall 4% over the first quarter to £107.2bn.
Read more ...Tatton to acquire 50% of DFM 8AM for £7m
- Wednesday, 20 April 2022
- Articles
Investment manager and adviser support services provider Tatton Asset Management is to acquire 50% of DFM 8AM Global for £7m.
Read more ...Transact net inflows and FUD fall amid market woes
- Wednesday, 20 April 2022
- Articles
IntegraFin Holdings, the parent company of adviser platform Transact, has reported a 1.9% drop in funds under direction in its second quarter as global markets took a tumble.
Read more ...SPW partners with charity to boost financial resilience
- Tuesday, 19 April 2022
- Articles
Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme.
Read more ...Exclusive: Transitioning helped me find my Planner voice
- Tuesday, 19 April 2022
- Articles
Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.
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