Articles
GWM Financial Planning has changed its name to Skybound Wealth Management following its acquisition by Skybound Capital in April.
The Government has confirmed that online fraud will be included in its new Online Safety Bill published this week but there is confusion over the limits of any new laws
The FSCS has cut its latest levy forecast by £206m from £1.04bn to £833m but the body has warned that the levy on advisers is unlikely to change.
Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc.
Financial product data provider Moneyfacts.co.uk has tied up a deal with Cheshire-based Chartered Financial Planner firm Kellands to provide Financial Planning advice to users.
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Mold-based Celtic Financial Planning has opened new offices in Canary Wharf in London as it expands its team.
A major trial involving an alleged £13.7m pension transfer fraud has been set to take place in June 2022 after three people appeared in court this week.
The platform sector has recovered strongly this year with inflows reaching the highest levels since the DB transfer and Pension Freedoms booms of 2018, according to the platform consultancy lang cat.
Families of Planner clients could get 'secret' pensions
Written by KevinA report by pensions consultancy LCP has uncovered that thousands of families of Financial Planner clients could be due a 'secret' state pension they may not be claiming.