As the next stage of the FCA's Consumer Duty looms in July - when legacy products and sales will be included - some new research suggests the Duty may be rather more of a burden on Financial Planners and advisers than first thought.
Read more ...Editor’s Comment: Can the SJP 'empire' strike back?
- Friday, 02 February 2024
- Articles

It’s been a torrid week for wealth manager St James’s Place and senior figures could be forgiven for reaching for the Scotch this weekend. Trebles I suspect.
Read more ...Editor’s Comment: A ‘smoke and mirrors Budget?’...maybe
- Friday, 02 February 2024
- Articles

Don’t reach for your hankies just yet, but I’m beginning to feel a touch of sympathy for our much-lambasted Chancellor Jeremy Hunt.
Read more ...Editor’s Comment: An unexpected Waspi sting
- Friday, 02 February 2024
- Articles

The Waspi campaigners have certainly stung a few backsides at the DWP this week and I can’t help but admiring their pluck. This doesn’t necessarily mean I agree with the entirety of the argument but it is worth exploring why they are so determined and why they need to be listened to.
Read more ...One Four Nine appoints first chairman
- Friday, 02 February 2024
- Articles

Expanding national Financial Planning and investment group One Four Nine has appointed industry veteran Chris Merry as its first chairman.
Read more ...Ascot Lloyd hunts for new CEO as Stockton exits
- Thursday, 01 February 2024
- Articles

Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
Read more ...Bank holds rate at 5.25% for fourth time
- Thursday, 01 February 2024
- Articles

The Bank of England kept its base rate at 5.25% today for the fourth time in a widely expected decision.
Read more ...Schroders Personal Wealth adds own platform
- Thursday, 01 February 2024
- Articles

Schroders Personal Wealth (SPW), the Financial Planning arm of Schroders and Lloyds Bank, is launching its own platform to give clients a better and more streamlined service.
Read more ...DD|hub launches SIPP product review service
- Thursday, 01 February 2024
- Articles

Due diligence fintech DD|hub has expanded its data services to cover SIPPs.
Read more ...Nationwide’s 300 Financial Planning staff move to Aegon
- Thursday, 01 February 2024
- Articles

Three hundred staff in Nationwide Building Society’s Financial Planning service have today completed their move to Aegon UK.
Read more ...