A Cambridgeshire-based Chartered Financial Planner has unveiled a new legal arm after it acquired a local firm.
Read more ...FOS concerned about 300+ DB transfer complaints
- Wednesday, 07 November 2018
- Articles

The Financial Ombudsman Service has published guidance on what it expects from financial advisers who are advising on defined benefit (DB) transfers as the number of complaints mounts.
Read more ...FCA’s £80m fines for Keydata executives upheld
- Tuesday, 06 November 2018
- Articles

A tribunal has today upheld fines for two former investment firm executives totalling nearly £80m.
Read more ...Investment management and platform firm launches new SIPP
- Tuesday, 06 November 2018
- Articles

Direct lending investment manager and platform Goji has revealed it will be offering a new low-cost SIPP.
Read more ...CDCs will be limited to 0.75% charge cap
- Tuesday, 06 November 2018
- Articles

The DWP has detailed its plans today for a new occupational pension scheme - with promises that members using the Collective Defined Contribution (CDC) schemes will be ‘protected’ from excessive fees by a 0.75% charge cap.
Read more ...Financial Planners brand new probate charges ‘extortionate’
- Tuesday, 06 November 2018
- Articles

Plans unveiled by the Ministry of Justice last night to change the way probate is charged have been branded “extortionate” and a “stealth tax.”
Read more ...DWP consults on new ‘Collective’ Defined Contribution pensions
- Tuesday, 06 November 2018
- Articles

The Department for Work and Pensions is to consult on introducing large-scale Collective Defined Contribution (CDC) pension schemes although but it may be years before they arrive, according to one expert.
Read more ...Old Mutual covers those with heart disease and diabetes
- Monday, 05 November 2018
- Articles

Old Mutual Wealth, part of Quilter, will now be able to consider customers looking for life cover who have both heart disease, or cerebrovascular disease such as stroke and diabetes, a combination it says the industry “typically flatly declines.”
Read more ...Financial Planning and advisory firm makes new HNW acquisition
- Monday, 05 November 2018
- Articles

Blick Rothenberg, which alongside its accounting and tax services has a pensions planning and advisory arm, has acquired Hazlems Fenton.
Read more ...Citizens Advice slams FCA insurance findings
- Monday, 05 November 2018
- Articles

Citizens Advice has responded to the FCA’s recent report into household insurance pricing.
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