In this regular column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at plans to limit complaint.
Read more ...PFS's Matthew Connell: Limits on complaints need careful handling
- Thursday, 09 October 2025
- Articles
Schroders sells share in wealth JV to Lloyds
- Thursday, 09 October 2025
- Articles
Schroders has sold its 49.4% stake in Schroders Personal Wealth Financial Planning arm to the Lloyds Banking Group in return for Lloyds' 19.1% stake in Cazenove Capital.
Read more ...HNW clients disappointed by philanthropy advice
- Thursday, 09 October 2025
- Articles
Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.
Read more ...FCA cancels permissions of West Sussex IFA
- Thursday, 09 October 2025
- Articles
The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.
Read more ...3 in 5 Cash ISA holders would consider investing
- Thursday, 09 October 2025
- Articles
Three in five (60%) of Cash ISA holders would consider moving some of all of their money into a Stocks and Shares ISA, according to a new report.
Read more ...CISI Financial Planning Week a chance for advisers to ‘give back’
- Thursday, 09 October 2025
- Articles
Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.
Read more ...Professional bodies mark 9th World Financial Planning Day
- Wednesday, 08 October 2025
- Articles
Today (8 Oct) is the ninth annual World Financial Planning Day, run by the Denver-based Financial Planning Standards Board (FPSB).
Read more ...SJP adds low-cost passive multi-asset range
- Wednesday, 08 October 2025
- Articles
St James’s Place has added four new passive fund-of-funds to its Polaris range, in its first purely passive launch.
Read more ...PIMFA voices concern over FOS reform proposals
- Wednesday, 08 October 2025
- Articles
Wealth management trade association PIMFA has voiced concerns about the effectiveness of the Treasury’s proposed reforms for the Financial Ombudsman Service.
Read more ...9 in 10 Planners taking on more clients under 40
- Wednesday, 08 October 2025
- Articles
Nine in ten firms have taken on a larger number of clients under the age of 40 than in previous years, according to a new report.
Read more ...