Jonathan McMahon, former chief operating office at St James’s Place, has written a book on the Coronavirus pandemic and how with purposeful leadership the 2020s does not need to be a “decade of crises or lost opportunities.”
Read more ...Former SJP COO writes post pandemic crisis management book
- Thursday, 20 August 2020
- Articles

AJ Bell urges Govt to lead on Pensions Dashboard data
- Thursday, 20 August 2020
- Articles

Investment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.
Read more ...Pros and Cons of employee ownership for Financial Planners
- Thursday, 20 August 2020
- Articles

Financial Planning firms should consider employee ownership as a possible succession or growth/values opportunity, according to law firm Stephens Scown.
Read more ...Investment scams rise 49% in July
- Thursday, 20 August 2020
- Articles

Reports of investment scams rose 49% to a record high in July at banking giant Barclays, the highest ever number recorded.
Read more ...55,000 CTF accounts set to mature each month
- Thursday, 20 August 2020
- Articles

HMRC says that 55,000 Child Trust Fund accounts are set to mature each month from September.
Read more ...Experts welcome Supreme Court pensions IHT judgment
- Wednesday, 19 August 2020
- Articles

Industry experts have welcomed a Supreme Court judgment today on the long-running Stavely case which found that there was no IHT liability when a pension transfer was made for reasons of ill health.
Read more ...Transact tightens rules on £30k+ pension transfers
- Wednesday, 19 August 2020
- Articles

Investment platform Transact has tightened up its rules on pension transfers following the FCA’s campaign to tackle problems with poor transfer decisions.
Read more ...CPI inflation rises sharply to 1% defying predictions
- Wednesday, 19 August 2020
- Articles

CPI inflation rose sharply in July from 0.6% to 1%, data from ONS published today shows.
Read more ...Former Chancellor returns to JP Morgan
- Wednesday, 19 August 2020
- Articles

Former UK Chancellor Sajid Javid has accepted a job with US banking giant JP Morgan, re-joining the financial services sector.
Read more ...60% of advisers turning away new clients
- Tuesday, 18 August 2020
- Articles

Six in ten financial advisers had to turn away prospective clients in the last year, according to a new report.
Read more ...