A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.
Read more ...Trainee Financial Planner wins £2k study trip to South Africa
- Monday, 21 August 2017
- Articles

Rathbones and Smith & Williamson mull £2bn merger
- Monday, 21 August 2017
- Articles

Rathbones and Smith & Williamson have confirmed they are in exclusive talks which may lead to merger creating a group with £50bn under advice.
Read more ...Govt to ban pensions cold calling after campaign
- Sunday, 20 August 2017
- Articles

The Government is to move ahead with a raft of new measures to ban pension cold calling after a growing campaign to do more to protect consumers.
Read more ...IFA gets six years in prison for Sipp con
- Friday, 18 August 2017
- Articles

A financial adviser who spent his clients' Sipp pension investments on his own “lavish lifestyle” has been sentenced to six years in prison this week.
Read more ...Advisers split on medium term returns from UK equities
- Friday, 18 August 2017
- Articles

Despite a bumpy ride for the FTSE 100 recently, more than one in four financial advisers believes that UK equities will generate the best returns for their clients over a three to five year period, according to new research.
Read more ...Tech firm to launch next gen client-adviser digital tools
- Friday, 18 August 2017
- Articles

Financial tech provider Iress is to launch what is calls “next-generation digital tools” through its XPLAN service from early 2018.
Read more ...Business as usual for Parmenion despite mega merger
- Friday, 18 August 2017
- Articles

Parmenion, the adviser platform and investment service, has told users that there will be no change to the way it operates despite the merger this week between its parent company Aberdeen Asset Management and Standard Life.
Read more ...Finances of 12m UK adults hit by ill health or death
- Friday, 18 August 2017
- Articles

A protection study by Aviva has uncovered that nearly one in three (31%) UK adults have had to take leave from work due to ill health, a cancer diagnosis or death in the family and 77% of these people (12.3m consumers) have seen their finances hit as a consequence.
Read more ...Royal London warns on ‘sleep-walking’ income drawdown clients
- Thursday, 17 August 2017
- Articles

Royal London has reported first half new life and pensions business up 45% year on year to over £6bn thanks to growth in several areas, including income drawdown, but has voiced concern about some aspects of income drawdown growth.
Read more ...Aegon hires platform expert as head of marketing comms
- Thursday, 17 August 2017
- Articles

Aegon has recruited platform expert Alistair Welham as its new head of marketing communications to lead the company’s marketing communications strategy.
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