Pareto Financial Planning has boosted its advisory team with the appointment of Matthew Lynch.

Friday, 12 April 2019 11:09

12,000 savers lose lifetime allowance protection

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Thousands of pension savers have breached lifetime allowance ‘protections’ in the past 12 years, potentially landing themselves with tax bills running into hundreds of thousands of pounds.

Nucleus, the adviser-built wrap platform, has partnered with consultant and former FCA technical specialist Rory Percival to launch a white paper on the rules and regulations around suitability specifically aimed at financial advisers.

The Financial Services Compensation Scheme (FSCS) has published new research into consumer understanding of FSCS protection limits. 

Friday, 12 April 2019 08:00

CII launches new categories at awards

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The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.

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