Transact’s parent company IntegraFin has revealed its initial public offering plans value the platform provider at just under £650m.
Read more ...IFA sells firm to Chartered Planner’s group
- Tuesday, 27 February 2018
- Articles

An IFA with 200 clients across England has sold his firm to expanding Financial Planner and wealth manager AFH Group for up to £738,000.
Read more ...Chartered Financial Planner warns of ‘deepfake’ scams
- Tuesday, 27 February 2018
- Articles

Surrey-based Informed Choice, a firm of Chartered Financial Planners, is warning about the risks of an emerging video technology with the potential to cheat investors.
Read more ...FCA orders firm to pay £170m in compensation and fines
- Tuesday, 27 February 2018
- Articles

A finance firm must pay £169m in compensation and a £2m fine for failing to tell customers the full cost of a product.
Read more ...Help for Paraplanners on new data law ‘minefield’
- Monday, 26 February 2018
- Articles

Paraplanners will be guided through the ‘minefield’ of major changes to data protection laws via an online seminar on Wednesday.
Read more ...FCA reveals plans for ‘wider’ public register
- Monday, 26 February 2018
- Articles

The FCA is proposing to retain a wider-scale public register of advisers and others working at financial services firms, it announced this morning.
Read more ...Women hold just 1 in 5 top jobs in long term savings
- Monday, 26 February 2018
- Articles

Only 1 in 5 top jobs are held by women in the pensions, savings and insurance sector, a report has found.
Read more ...Widows launches 4 risk-managed ‘drawdown’ funds
- Monday, 26 February 2018
- Articles

Scottish Widows has unveiled four ‘risk-managed’ multi-asset Retirement Portfolio funds aimed at clients considering or taking withdrawals using the Scottish Widows Retirement Account.
Read more ...Industry must back Pensions Dashboard to beat scams
- Friday, 23 February 2018
- Articles

National Financial Planner and retirement specialist LEBC has urged all parts of the pensions sector to back the Pensions Dashboard to help beat pensions scams and improve consumer engagement.
Read more ...7.8m millenials have no savings or investments
- Friday, 23 February 2018
- Articles

Nearly half of UK millennials have little chance of fulfilling the lifestyle aspirations of their parents and achieving the traditional life goals they want because 7.8m have no long-term savings product.
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