Former Pensions Minister Steve Webb says the fact people come up to him to “shake me by the hand rather than the neck” shows the pensions freedoms have been a success.
Read more ...Brewin Dolphin recruits COO from Coutts
- Tuesday, 09 May 2017
- Articles

Wealth manager Brewin Dolphin has hired New Zealander Grant Parkinson as chief operating officer from private bank and wealth manager Coutts.
Read more ...Enhanced risk profile tool created by ex-Facebook staffer
- Tuesday, 09 May 2017
- Articles

An ex-Facebook employee’s risk profile tool with a ‘Financial Planning edge’ has been re-launched.
Read more ...Sipp firm fights legal battle with HMRC over near £2m sanctions
- Tuesday, 09 May 2017
- Articles

James Hay is fighting an HMRC charge of nearly £2million in connection with a probe into a non-standard investment.
Read more ...Julie Lord takes live public quizzing on Financial Planning
- Tuesday, 09 May 2017
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Former Institute of Financial Planning president Julie Lord will field questions from the public today about Financial Planning as part of a campaign to raise consumer awareness.
Read more ...Chartered Financial Planning group reveals another takeover
- Monday, 08 May 2017
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Chartered Financial Planning group Fairstone Group has revealed another takeover this afternoon.
Read more ...Wealth Management Association and APFA to merge
- Monday, 08 May 2017
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The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
Read more ...Members of adviser body APFA vote for WMA merger
- Monday, 08 May 2017
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Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.
Read more ...Financial Planning business wrapped up after takeover
- Monday, 08 May 2017
- Articles

A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Read more ...Financial Planning firm's Prince Philip warning for retirees
- Friday, 05 May 2017
- Articles

A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.
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