The failure to include appointed reps in the FCA’s new Senior Managers & Certification Regime, which comes into effect today (9 December) is an “oversight”, according to a regulatory expert.
Read more ...Expert attacks failure to include appointed reps in SMCR
- Monday, 09 December 2019
- Articles

Fear of contagion as second property fund suspended
- Monday, 09 December 2019
- Articles

There are growing concerns that more property funds will be suspended after Prudential halted dealing in its UK Property Fund late on Friday.
Read more ...Education is ‘best way’ to close the retirement gap
- Monday, 09 December 2019
- Articles

Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.
Read more ...Older client opportunity ‘wasted’ without a new approach
- Monday, 09 December 2019
- Articles

A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.
Read more ...Planner Casebook: A complex divorce case with a twist
- Friday, 06 December 2019
- Articles

Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.
Read more ...Bond fund sales boost monthly inflows to £2.5bn
- Friday, 06 December 2019
- Articles

After several months in the doldrums, fund sales perked up in October with a surge in bond fund investment.
Read more ...Financial Planner Paradigm Norton unveils 'Leadership Academy'
- Friday, 06 December 2019
- Articles

Bristol-based Financial Planning firm Paradigm Norton has set up a ‘Leadership Academy’ to train the next generation of company leaders.
Read more ...Financial advice helps tackle client ‘over-caution’
- Friday, 06 December 2019
- Articles

A new survey has found that 34% of advised clients become less cautious about investment risk following a discussion with their adviser, compared to just 16% who become more cautious.
Read more ...AJ Bell profits soar as £10m charity plan unveiled
- Thursday, 05 December 2019
- Articles

Platform and SIPP provider AJ Bell saw pre-tax profit rise by 33% to £37.7m in the year ended in September, the company reported today.
Read more ...Pensions fuel 9% rise in household wealth over two years
- Thursday, 05 December 2019
- Articles

Rising private pension and property wealth fuelled a 9% rise in median household net wealth in Great Britain in the two years to March 2018, according to the latest ONS report.
Read more ...