Quilter Financial Planning has moved its Level 4 courses fully online to improve access and flexibility for students studying to become a Financial Planner.
Read more ...Former FCA chief set to join EY as a partner
- Thursday, 11 February 2021
- Articles

Former interim FCA chief Christopher Woolard is to take up a partnership role at financial and accountancy consultancy giant EY in April.
Read more ...Cockburn Lucas expands women's planning service
- Thursday, 11 February 2021
- Articles

Chartered Financial Planning firm Cockburn Lucas has expanded its Cockburn Lucas for Women service with a new hire.
Read more ...Investec to exit structured product market
- Wednesday, 10 February 2021
- Articles

Investec Bank will pull out of the retail structured product sector in the UK retail market from April, the company revealed today.
Read more ...Adviser-backed charity raises £21m for good causes
- Wednesday, 10 February 2021
- Articles

The Openwork Foundation, the charitable arm of adviser network Openwork, has marked its 40 year anniversary by revealing it has so far raised £20.8m for charity over four decades and helped more than 476,000 vulnerable people along the way.
Read more ...Charles Stanley is latest to axe VAT from MPS
- Wednesday, 10 February 2021
- Articles

Wealth Manager Charles Stanley has removed VAT from its Managed Portfolio Service (MPS) across its Dynamic Passive, Blended and Multi-manager models.
Read more ...New law must tackle online scams - PIMFA
- Wednesday, 10 February 2021
- Articles

Wealth manager trade body PIMFA has called on the Government to extend the remit of a new bill going through Parliament to tackle a surge in online scams.
Read more ...Consumers rate gambling over financial advice
- Wednesday, 10 February 2021
- Articles

UK consumers are twice as likely to play the lottery than they are to speak to a financial adviser to try to improve their finances, according to a new study.
Read more ...FCA launches High Court battle against DB transfer adviser
- Tuesday, 09 February 2021
- Articles

The FCA has commenced civil proceeding in the High Court against Paul Steel for providing unsuitable defined benefit pension transfer advice.
Read more ...Morrow and Whelan join PIMFA board
- Tuesday, 09 February 2021
- Articles

Openwork’s Mike Morrow and Investec’s Ciaran Whelan have joined the board of wealth manager trade body PIMFA.
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