Expanding wealth manager and Financial Planner Brewin Dolphin has bought the Republic of Ireland wealth management business of Investec for approximately £38m, it announced today.
Read more ...George Kinder releases new ‘Golden Civilization’ video
- Friday, 10 May 2019
- Articles

Life planning guru George Kinder has released a video in which he claims a utopian “paradise on Earth” can be created.
Read more ...20% of IFA's investors looking to move UK assets abroad
- Thursday, 09 May 2019
- Articles

More than 20 per cent of clients of IFA firm deVere Group have sought advice on moving UK assets out of Britain since the Brexit vote in 2016.
Read more ...James Hay and Saunderson House boost assets
- Thursday, 09 May 2019
- Articles

James Hay and Saunderson House both boosted assets in the first quarter on 2019, according to a trading update from parent company IFG.
Read more ...£76m pension transfer firms acted ‘without integrity’ says FCA
- Thursday, 09 May 2019
- Articles

The FCA has today published Decision Notices in respect of three firms and five individuals who it says acted “without integrity” over pension transfers which affected 2,000 customers and £76m in pension assets.
Read more ...Over 260 adviser firms join due diligence hub
- Thursday, 09 May 2019
- Articles

DD|hub has revealed more than 260 firms have signed up to it in the first three months of the due diligence service’s existence.
Read more ...New Financial Planning course includes ‘The Art of Paraplanning’
- Thursday, 09 May 2019
- Articles

The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.
Read more ...70,000 DB scheme members quitting annually since Freedoms
- Thursday, 09 May 2019
- Articles

A survey by pensions firm XPS has revealed that each year 70,000 Defined Benefit scheme members are using the Pension Freedoms to leave their schemes - with most shifting their money to a SIPP.
Read more ...TPR slaps McDonald’s pension trustee with £103k fine
- Wednesday, 08 May 2019
- Articles

A corporate professional trustee firm has been fined £103,750 for breaching multiple areas of pension law.
Read more ...NS&I in talks to add its products to investment platforms
- Wednesday, 08 May 2019
- Articles

NS&I has held exploratory talks with a number of investment and wrap platforms used by Financial Planners with a view to client investments being managed this way.
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