The Financial Conduct Authority (FCA) has published two consultations looking at climate-related financial disclosure rules for pension providers, asset managers and life insurers.
Read more ...A new digital era of advice – Intelliflo
- Tuesday, 22 June 2021
- Articles
Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.
Read more ...1 in 10 over 40s considering equity release
- Tuesday, 22 June 2021
- Articles
Over a tenth (12%) of UK homeowners over 40 years old would consider releasing equity from their property to supplement their retirement income, according to a new report.
Read more ...Date set for Tavistock Wealth sale vote
- Tuesday, 22 June 2021
- Articles
Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.
Read more ...Shareholders back £40m Tavistock Wealth sale
- Tuesday, 22 June 2021
- Articles
Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.
Read more ...Frenkel Topping on the hunt for more acquisitions
- Tuesday, 22 June 2021
- Articles
Financial advisory firm Frenkel Topping has released a trading statement saying it is looking for more acquisitions as it looks to extend its pipeline of potential purchases.
Read more ...Tilney S&W sustainable MPS added to 4 more platforms
- Monday, 21 June 2021
- Articles
Tilney Smith & Williamson’s Sustainable MPS (managed portfolio service) is being added to four new platforms, increasing total availability to six platforms.
Read more ...180,000 NHS staff opt out of pension scheme
- Monday, 21 June 2021
- Articles
The number of NHS staff opting out of its pension scheme rose by 22% last year, according to a Freedom of Information request by Quilter.
Read more ...NOW Pensions to shift to ‘net zero’ investments
- Monday, 21 June 2021
- Articles
Major workplace pensions provider NOW: Pensions is to commit to net zero carbon emissions by 2050 and an expanded sustainable investment strategy in a major shift towards ESG investments.
Read more ...Chartered Planner banned for £24m transfer failings
- Friday, 18 June 2021
- Articles
Chartered Financial Planner Darren Antony Reynolds has been banned from being a director for 13 years for pension transfer failings which resulted in clients losing £24m from their pensions.
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