The Financial Services Compensation Scheme has warned that retirees are being tempted to put money into investment products claiming to offer high returns due to the prolonged low interest savings environment.
Read more ...SPW referrals up but little news on inflows
- Wednesday, 28 April 2021
- Articles

Schroders Personal Wealth, the Financial Planning joint venture launched by Schroders and Lloyds Bank, has reported a 75% increase in referrals supported by the firm’s new relationship consultants but has only published limited results for the latest quarter.
Read more ...Fintel chairman Davy steps down
- Wednesday, 28 April 2021
- Articles

Fintel chairman and industry veteran Ken Davy steps down today at the firm’s first AGM since rebranding from SimplyBiz last month.
Read more ...Shortage of skilled planners pushing up salaries
- Tuesday, 27 April 2021
- Articles

A skill shortage within the Financial Planning market has provided an opportunity for candidates to command bigger pay packages.
Read more ...UK undergoing personal finance revolution – deVere
- Tuesday, 27 April 2021
- Articles

The UK is undergoing a “personal finance revolution” in the “most profound transformation in history” according to deVere Group founder Nigel Green.
Read more ...2020/21 inheritance tax bill hits £5.33bn
- Tuesday, 27 April 2021
- Articles

HMRC collected £5.33bn from inheritance tax in the 2020/21 tax year, a rise from £5.12bn in 2019/20.
Read more ...Succession adds sports and entertainment advice arm
- Tuesday, 27 April 2021
- Articles

Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.
Read more ...Transact appoints new development head
- Tuesday, 27 April 2021
- Articles

Tom Dunbar has been appointed chief development officer at adviser platform Transact’s parent company Integrated Financial Arrangements (Integrafin).
Read more ...LCF victims get green light for ISA reinvestment
- Tuesday, 27 April 2021
- Articles

HMRC has given London Capital & Finance (LCF) ISA investors the green light to reinvest their Financial Services Compensation Scheme (FSCS) compensation payments into a new or existing ISA.
Read more ...Maven hires Tregidon as head of Financial Planning
- Monday, 26 April 2021
- Articles

Maven Wealth Management, the Welsh hub of Financial Planners and wealth managers Independent Wealth Planners (IWP) has recruited highly experienced Financial Planner Gareth Tregidon CFP as head of Financial Planning.
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