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.
James Hay and Saunderson House both boosted assets in the first quarter on 2019, according to a trading update from parent company IFG.
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.
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.
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.
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.
A corporate professional trustee firm has been fined £103,750 for breaching multiple areas of pension law.
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.
The Association of Investment Companies (AIC) has revamped its investment company sectors following an industry-wide consultation.
Chartered Financial Planning firms Fairstone has acquired Leicester-based IFA Brett & Randall Financial Services.