Acquisitive Financial Planning group Kingswood has acquired Rotherham-based IFA Allotts Financial Services (AFS).
Read more ...Full Pension Dashboards not available until 2026
- Monday, 31 January 2022
- Articles
Small pension schemes will not be required to provide data to the new Pension Dashboards until 2026.
Read more ...Direct Line CEO replaces Feeney as FCA panel chair
- Monday, 31 January 2022
- Articles
The Financial Conduct Authority has appointed Direct Line Group CEO Penny James as chair of its Practitioner Panel.
Read more ...Succession buys £175m AUM Oxford IFA
- Monday, 31 January 2022
- Articles
Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.
Read more ...Men at more risk than women of pension transfer fraud
- Monday, 31 January 2022
- Articles
Men are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.
Read more ...Tilney opens new Belfast office in Ulster expansion
- Monday, 31 January 2022
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is to open a new Belfast office in a prestige development as it looks to expand its Northern Irish presence.
Read more ...Continuum turnover rises 39% to £10.5m
- Monday, 31 January 2022
- Articles
Plymouth-based national Financial Planner Continuum has reported a 39% increase in annual turnover to £10.51m for the year ending 31 December 2021.
Read more ...Schroders Financial Planning arm bolsters exec team
- Monday, 31 January 2022
- Articles
Schroders Personal Wealth, the Financial Planning joint venture run by Schroders and Lloyds Bank, has made a series of senior appointments to bolster its marketing team.
Read more ...St James’s Place unveils new logo and brand
- Friday, 28 January 2022
- Articles
Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.
Read more ...VitalityInvest launches advised client transfer service
- Friday, 28 January 2022
- Articles
VitalityInvest has launched a new transfer service for advisers enabling them to consolidate clients' investments on its platform.
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