The investment company industry’s assets have passed the £200bn milestone for the first time.
Read more ...Quilter adviser school launches fast-track programme
- Tuesday, 13 August 2019
- Articles
The Quilter Financial Adviser School has launched a new option called Fast Track, which will allow students looking to accelerate their studies to become a financial adviser quicker.
Read more ...XPS Pensions Group makes new senior appointment
- Tuesday, 13 August 2019
- Articles
XPS Pensions Group has appointed James Leeming as partner and head of investment at its Manchester office.
Read more ...FCA approves £206m Saunderson House parent takeover
- Tuesday, 13 August 2019
- Articles
The FCA has given the green light to the private equity takeover of IFG Group, parent company to Financial Planner and wealth manager Saunderson House and SIPP and platform provider James Hay.
Read more ...Chartered Planner academy sees surge in applicants
- Tuesday, 13 August 2019
- Articles
A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.
Read more ...Fears over pension rule that could hit retirement plans
- Monday, 12 August 2019
- Articles
Aegon has issued a warning over what it called the ‘little known’ money purchase annual allowance (MPAA), which stops people who have accessed their pension flexibly from contributing more than £4,000 into their money purchase or defined contribution pension without a tax penalty.
Read more ...Positivity in Financial Planning profession, survey reveals
- Monday, 12 August 2019
- Articles
Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.
Read more ...UK economy heading for 'abyss' warns wealth manager
- Monday, 12 August 2019
- Articles
The head of global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.
Read more ...Financial Planner hails 'bumper' start to year
- Monday, 12 August 2019
- Articles
Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.
Read more ...Brown Shipley appoints Financial Planner as new director
- Friday, 09 August 2019
- Articles
Wealth planner Brown Shipley has appointed Financial Planner Robert Farnworth as client director in its Court of Protection & Personal Injury specialist team.
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