The FOS has ruled a firm was wrong over its claims that a man it advised was an insistent client and ordered it to pay compensation.
Read more ...Chartered bodies fear 'race to bottom' on qualifications
- Tuesday, 07 March 2017
- Articles

The Chartered Body Alliance fears that new European rules requiring advisers to have qualifications could spark a “race to the bottom”.
Read more ...Chartered planner Jason Butler takes stake in virtual advice firm
- Monday, 06 March 2017
- Articles

Chartered Financial Planner Jason Butler has revealed he has taken a stake in a technology consultancy that specialises in helping firms to deliver virtual face to face advice.
Read more ...Planners react to Standard Life merger with Aberdeen
- Monday, 06 March 2017
- Articles

Financial Planners, Paraplanners and analysts have been reacting to the merger of Aberdeen and Standard Life.
Read more ...Advisers issue AE warning as regulator ramps up action
- Monday, 06 March 2017
- Articles

The Pensions Regulator has revealed it will carry out auto-enrolment compliance spot checks on employers across the UK.
Read more ...Big jump in breaches of annual allowance
- Monday, 06 March 2017
- Articles

The number of individuals breaching the annual allowance limit for pension tax relief rose by 79%, new figures have shown.
Read more ...FCA plans to amend the minimum levels of PII
- Monday, 06 March 2017
- Articles

The FCA plans to amend the minimum levels of professional indemnity insurance cover to bring it in line with an EU directive.
Read more ...Standard Life and Aberdeen merger to create £660bn group
- Monday, 06 March 2017
- Articles

Standard Life and Aberdeen Asset Management announced today that they have reached agreement on a recommended merger which will see the two combine to create a group with £660bn in assets under management and financial strength.
Read more ...Schroders, Investec, BlackRock meet Treasury over Brexit
- Friday, 03 March 2017
- Articles

Bosses of Schroders, Investec and BlackRock were among wealth management firms that met with the Government over Brexit negotiations with the EU.
Read more ...Financial Planners urged to ‘grow their own’ Paraplanners
- Friday, 03 March 2017
- Articles

Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
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