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Articles

Monday, 15 August 2022 12:41

CISI reveals Financial Planning Awards 2022 shortlist 

Written by Kevin

The CISI, the professional body for Certified Financial Planners, has revealed the shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.

Monday, 15 August 2022 10:47

Half of pension transfer scam warning flags for ‘unknown’ reason

Written by Kat Mitchell

Almost half (44%) of amber pension scam warning flag guidance sessions are being conducted without knowledge of why the flag was raised, according to the Money and Pensions Service (MAPS).

Monday, 15 August 2022 10:06

Tatton completes £7m DFM acquisition

Written by Kat Mitchell

Investment manager and adviser support services provider Tatton Asset Management has completed its £7m acquisition of 50% of DFM 8am Global.

Monday, 15 August 2022 09:27

Nearly 62,000 trusts registered in H1 2022

Written by Kat Mitchell

Nearly 62,000 trusts (61,692) have been registered with HMRC in the first six months of 2022 as the deadline to register a trust approaches.

Monday, 15 August 2022 08:40

IWP buys female-led Financial Planner firm  

Written by Kevin

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.

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