The Money Purchase Annual Allowance (MPAA) poses hidden risk to over 55s who have accessed their pension early due to the Coronavirus pandemic, according to a new report.
Read more ...Personal skills most important for trainee Planners
- Tuesday, 24 August 2021
- Articles

Having the right attributes for successful social interaction is the key skill for those entering the Financial Planning profession to have, according to 70% of Personal Financial Society members surveyed in June.
Read more ...Frenkel Topping launches advice JV with law firm
- Tuesday, 24 August 2021
- Articles

Financial advisory firm Frenkel Topping has launched a joint venture with law firm Pattinson Brewer to launch a financial advice service to personal injury clients.
Read more ...LCF investors withdraw appeal against FSCS
- Tuesday, 24 August 2021
- Articles

Investors in failed mini-bond firm London Capital & Finance (LCF) have withdrawn their judicial review appeal against the Financial Services Compensation Scheme (FSCS).
Read more ...8m set to shun financial advice at retirement
- Monday, 23 August 2021
- Articles

Some 8m people are planning a DIY approach to retirement and planning to avoid professional financial advice but admit they do not know how to avoid running out of money in retirement, according to a new study.
Read more ...Hundreds of sixth formers pass CISI exams
- Monday, 23 August 2021
- Articles

The Chartered Institute for Securities & Investment, the professional body which runs the Certified Financial Planner designation, has praised 300 school and college sixth form students for taking and passing its exams this year despite pandemic disruption.
Read more ...Ex-Norton Motorcycles owner faces pension prosecution
- Monday, 23 August 2021
- Articles

A former owner of the famous Norton Motorcycles company is to be prosecuted for allegedly illegally investing money in the business from three pension schemes for which he was the sole trustee.
Read more ...Number of ‘dog’ funds halves in 6 months
- Monday, 23 August 2021
- Articles

The number of poorly-performing investment funds ‘named and shamed’ by Bestinvest’s ‘Spot The Dog’ report has halved over the past 6 months from 150 down to 77.
Read more ...Lang cat recruits ex-HL exec Tom McPhail
- Friday, 20 August 2021
- Articles

Investment platform consultancy the lang cat has recruited Tom McPhail, the high profile former Hargreaves Lansdown pension spokesman and head of policy, to be its new director of public affairs.
Read more ...Irwin Mitchell wealth arm hits £1bn AUM milestone
- Friday, 20 August 2021
- Articles

The wealth arm of personal injury legal firm Irwin Mitchell has reached the milestone of £1bn of assets under management this week.
Read more ...