The FCA has named former Investment Association CEO Daniel Godfrey as the first chair of its new sustainable finance adviser group.
Read more ...Middle income earners hit as resilience falls
- Tuesday, 16 January 2024
- Articles

Retirement resilience has dipped and is expected to fall further during 2024 as house prices continue to fall and asset values fail to rise in line with inflation.
Read more ...UK recession expected by two-thirds of Britons
- Tuesday, 16 January 2024
- Articles

Almost two-thirds of Britons expect the UK to enter a recession this year, with just a fifth confident that one will be avoided.
Read more ...Transact owner reports record client numbers
- Tuesday, 16 January 2024
- Articles

Integrafin, the parent company of adviser platform Transact, has reported advised client numbers rose to a record 231,000 in the three months to the end of December.
Read more ...LIBF revamps DipFA and scraps final exam
- Tuesday, 16 January 2024
- Articles

The London Institute of Banking & Finance has revamped its Level 4 Diploma for Financial Advisers (DipFA) and scrapped the requirement for a final exam.
Read more ...IHT paid on gifts doubles in a decade
- Monday, 15 January 2024
- Articles

The amount of inheritance tax paid on gifts has climbed more than 153% since 2011 to £256m in the 2020-21 tax year, according to an HM Revenue & Customs response to an Freedom of Information (FOI) request.
Read more ...Carpenter Box arm merges with Hampshire firm
- Monday, 15 January 2024
- Articles

Sussex and South East accountancy firm and Financial Planners Carpenter Box has merged its south coast operations with Jones Avens accountants.
Read more ...Matthew Hill to be new CII chief executive
- Monday, 15 January 2024
- Articles

The Chartered Insurance Institute has appointed Legal Services Board chief executive Matthew Hill as its new group chief executive, joining in April.
Read more ...Aberdein Considine expands Edinburgh Planning team
- Monday, 15 January 2024
- Articles

Scottish wealth manager and Financial Planner Aberdein Considine has appointed Ross Leckridge as a Chartered Financial Planner for the newly-created Edinburgh division of its Financial Planning team.
Read more ...Pension challenge as over 90s at record high
- Monday, 15 January 2024
- Articles

The over-90s population in England and Wales grew by 2.1% over 2022 to a record high of 550,835 people, according to data from the Office for National Statistics.
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