Life expectancy has improved slightly for men and women at both birth and age 65 after many years of stagnation, latest ONS figures show.
Read more ...Guernsey Finance selects new chief executive
- Wednesday, 04 March 2020
- Articles

Guernsey Finance, the agency that promotes the island’s finance industry around the world, has recruited Rupert Pleasant from wealth and trust manager Beauvoir Group to be its new chief executive.
Read more ...Morningstar to acquire PlanPlus and FinaMetrica
- Tuesday, 03 March 2020
- Articles

Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.
Read more ...Platform pioneer Selftrade rebrands and boosts SIPPs
- Tuesday, 03 March 2020
- Articles

Selftrade, one of the oldest retail investment platforms, has re-branded as EQi and announced plans to boost its SIPP services.
Read more ...Exclusive: North East Planner set for employee ownership
- Tuesday, 03 March 2020
- Articles

Eldon Financial Planning, based near Darlington, is planning to move to an employee-ownership model next year after growing rapidly over the last five years.
Read more ...Planner Casebook: Fixing problems with a windfall inheritance
- Tuesday, 03 March 2020
- Articles

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.
Read more ...Employees buy their Financial Planning firm
- Tuesday, 03 March 2020
- Articles

Eldon Financial Planning, based near Darlington, has become the latest Financial Planning firm to become employee owned.
Read more ...Investec AM float set to be worth up to £2.2bn
- Tuesday, 03 March 2020
- Articles

Ninety One plc and Ninety One Limited, the new names for Investec Asset Management, will float with a stock market valuation estimated at between £1.7bn and £2.2bn.
Read more ...US fintech firm completes acquisition of FundsLibrary
- Tuesday, 03 March 2020
- Articles

Major US fintech firm Broadridge Financial Solutions has completed its acquisition of FundsLibrary, a firm which provides fund documents and data to UK and European advisers and fund managers.
Read more ...PIMFA questions whether FCA is ‘fit for purpose’
- Monday, 02 March 2020
- Articles

Wealth manager trade association PIMFA has questioned whether the Financial Conduct Authority remains ‘fit for purpose’ and is capable of dealing with all the problems facing the financial sector without major reform.
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