Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.
Read more ...Hidden freezes trapping higher rate taxpayers
- Monday, 27 January 2025
- Articles

Thresholds affecting higher rate taxpayers have fallen significantly behind wage inflation and are costing people thousands of pounds, according to new stats.
Read more ...Rosemount Financial Solutions sees 25% growth in revenue
- Monday, 27 January 2025
- Articles

Rosemount Financial Solutions (IFA), a mortgage, protection and Financial Planning network, has reported 25% growth in revenue year on year in its latest trading update.
Read more ...HNW women less engaged with financial advisers
- Monday, 27 January 2025
- Articles

High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).
Read more ...FCA stops Scottish insurance broker from trading
- Monday, 27 January 2025
- Articles

The FCA has stopped Arthur Temlett, trading as Abacus Insurance Consultants (FRN 118204), from carrying out regulated activities, including acting as an insurance broker, after it appeared that premiums from clients were not being passed on to insurers.
Read more ...Lawyers settle over unlawful £57m care home scheme
- Monday, 27 January 2025
- Articles

Yorkshire solicitors Lupton Fawcett LLP has settled a High Court claim brought by the FCA and apologised for the firm's involvement in an unlawful and unauthorised care home investment scheme which saw investors lose £57m.
Read more ...CISI Financial Planning Week 2025 gets under way
- Friday, 24 January 2025
- Articles

The CISI’s Financial Planning Week - its annual campaign to promote the benefits of Financial Planning to consumers - gets under way today (Monday 27 Jan).
Read more ...ONS wealth survey highlights 'chasm' between rich and poor
- Friday, 24 January 2025
- Articles

Property and pensions are the key elements of household wealth, according to the latest Wealth & Assets survey from ONS - but households have hugely different ownership of both.
Read more ...Experts welcome potential ‘softening’ of non-dom crackdown
- Friday, 24 January 2025
- Articles

Financial Planning and tax experts have welcomed comments this week from Chancellor Rachel Reeves at the Davos World Economic Forum that she may soften a Budget crackdown on non-dom individuals.
Read more ...Titan Wealth buys £525m AUM Jersey Financial Planner
- Friday, 24 January 2025
- Articles

Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.
Read more ...