Longevity and a decade of historically low interest rates have created “a dangerous cocktail” for the over-50s generation, according to new joint research by the London Institute of Banking & Finance and Seven Investment Management.
Read more ...Dispute over ‘mandatory’ cashflow modelling claim
- Wednesday, 06 June 2018
- Articles

A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA.
Read more ...Invesco snaps up adviser tech firm Intelliflo
- Wednesday, 06 June 2018
- Articles

Intelliflo, the technology platform used by thousands of Financial Planners and financial advisers, has been sold by owner HgCapital to investment firm Invesco for an undisclosed sum.
Read more ...Quilter Cheviot exec receives CISI honour
- Tuesday, 05 June 2018
- Articles

The CISI has awarded an Honorary Fellowship to a Quilter Cheviot executive.
Read more ...Claims management companies to be forced to disclose fees
- Tuesday, 05 June 2018
- Articles

The Financial Conduct Authority has today published its draft rules outlining how it plans to regulate claims management companies (CMCs) when it takes over their regulation from 1 April 2019.
Read more ...IFA jailed for role in £2.4m bogus F1 film tax scam
- Tuesday, 05 June 2018
- Articles

An independent financial adviser, a City trader and a former police officer have been jailed for a total of eight years for a £2.4m bogus film tax scam after a long investigation by HM Revenue and Customs officers.
Read more ...PFS PowerLive event gets under way in Midlands
- Tuesday, 05 June 2018
- Articles

More than 200 Financial Planners and Paraplanners are set to attend the sell-out first PFS PowerLive event in the Midlands today.
Read more ...Ex-Premier League star speaks out over HNW fraud
- Tuesday, 05 June 2018
- Articles

An ex-professional footballer whose team won the Premier League has called for compensation if wrongdoing is proved in a probe into an alleged HNW fraud.
Read more ...Punter Southall Aspire completes acquisition of IFA
- Monday, 04 June 2018
- Articles

Punter Southall Aspire has completed its acquisition of Focus Oxford LLP, an Oxford-based Financial Planning firm, and has promised more deals to come.
Read more ...Mattioli Woods stops providing DB transfer advice
- Monday, 04 June 2018
- Articles

Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
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