The FCA has issued a warning about an attempt to replicate its register on a non-FCA website.
Read more ...Financial Planners ramp up focus on vulnerability
- Friday, 12 June 2020
- Articles

One in three Financial Planners (33%) have reviewed or increased the checks they make on older customers to ensure they are not vulnerable, according to a new report.
Read more ...FCA fines Lloyds Bank group £64m for failings
- Thursday, 11 June 2020
- Articles

The Financial Conduct Authority has fined Lloyds Bank, Bank of Scotland and The Mortgage Business over £64m for failures in relation to their handling of mortgage customers in payment difficulties or arrears.
Read more ...Redundancies under consideration at Merian
- Thursday, 11 June 2020
- Articles

There will be redundancies at Merian Global Investors should the proposed acquisition by Jupiter get the go ahead from the regulator, a spokesperson has told Financial Planning Today.
Read more ...Protection provider restarts medical exams
- Thursday, 11 June 2020
- Articles

Medical screenings by LV= can now be held in policyholders’ gardens, with alternative options considered for those not wanting home visits.
Read more ...Chartered Planner Fidelius acquires 2 firms
- Thursday, 11 June 2020
- Articles

Chartered Financial Planning firm Fidelius is to acquire two Financial Planning businesses from Pacific Asset Management (PAM) in a swap deal.
Read more ...14% fail to discuss retirement plans with parents
- Thursday, 11 June 2020
- Articles

Despite significant concerns about the cost of care, many adults have never discussed retirement plans and finances with their parents, according to new research.
Read more ...Financial Planners to stick with remote working
- Thursday, 11 June 2020
- Articles

Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.
Read more ...IHT tax reclaims double in 2 years
- Thursday, 11 June 2020
- Articles

The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.
Read more ...Ex-pro footballers join new Tilney sports arm
- Wednesday, 10 June 2020
- Articles

Two ex-professional footballers have joined Tilney to help kick off its new team advising professional sports people.
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