Nearly a third of firms have told the FCA they always refuse transfers from insistent clients. Read more ...
FCA finds 30% of firms always refuse insistent clients
- Wednesday, 16 September 2015
- Articles

Aberdeen follows up Parmenion buy with investment firm takeover
- Tuesday, 15 September 2015
- Articles

Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
Read more ...'FCA firms must get ebay or food hygiene style star ratings'
- Tuesday, 15 September 2015
- Articles

Finance firms should all be given a simple star rating such as that used by ebay or the Food Standards Agency, a consumer watchdog says. Read more ...
Liverpool business gains IFP Accredited Firm status
- Tuesday, 15 September 2015
- Articles

A Liverpool-based Financial Planning business has become the latest to join the swelling ranks of IFP Accredited Firms. Read more ...
Double decker Pension Geeks bus rolls into cities
- Monday, 14 September 2015
- Articles

A double decker bus driven by Pension Geeks has begun a week long tour of the UK today espousing the benefits of saving for retirement. Read more ...
'No key difference between FCA and FOS but we're all humans'
- Monday, 14 September 2015
- Articles

The FCA and FOS are both run by human beings and therefore there will always be differences in dealing with something as subjective as suitability, a top regulatory official says. Read more ...
Seven up - Financial Planning group completes another takeover
- Monday, 14 September 2015
- Articles

A Financial Planning group has completed its seventh takeover of the year. Read more ...
FCA expert hails Paraplanning's professional development push
- Friday, 11 September 2015
- Articles

A leading figure from the FCA has praised Paraplanners for developing their own profession, without relying on the regulator to prompt them. Read more ...
Powwow founder proposes Paraplanning academy
- Friday, 11 September 2015
- Articles

The head of the Paraplanner Powwow movement has called for the creation of a Paraplanning academy to help inject much needed fresh blood into the sector. Read more ...
Financial Planning firm bought for £258m
- Friday, 11 September 2015
- Articles

A Financial Planning firm which set up a new pensions telephone advice service earlier this year has been bought for £258m by insurers Marsh & McLennan. Read more ...