The £39m bid for SIPP provider STM Group has been extended for a fourth time as chief executive Alan Kentish strives to buy a chunk of the company.
Read more ...Equity fund sales bounce back in July
- Friday, 08 September 2023
- Articles

After months of outflows, investors returned to equity funds in July with the highest sales since December 2021, according to data from fund manager trade body the Investment Association (IA).
Read more ...1.5m Britons plan never to retire as costs soar
- Thursday, 07 September 2023
- Articles

New research has revealed that 13% of adults currently employed plan never to give up work.
Read more ...Chartered Planner pens podcast-inspired retirement book
- Thursday, 07 September 2023
- Articles

Chartered Financial Planner Justin King has written a new book on retirement planning based on his experience hosting 180 episodes of his successful Retirement Café Podcast and interviewing dozens of guests.
Read more ...PFS National Conference moves to Wales
- Thursday, 07 September 2023
- Articles

The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is to hold its 2023 National Conference at the new International Convention Centre near Newport, Wales.
Read more ...New chair for NatWest Group as Davies steps down
- Thursday, 07 September 2023
- Articles

Former Centrica chairman Rick Haythornthwaite will take over as the £775,000 a year chairman of NatWest Group in April when current chairman Sir Howard Davies steps down.
Read more ...Nucleus £242m merger with Curtis Banks approved
- Thursday, 07 September 2023
- Articles

The £242m merger of platform Nucleus and SIPP and SSAS provider Curtis Banks has received regulatory approval after the conclusion of a review by the Competition and Markets Authority (CMA).
Read more ...Atomos buys Chartered Planner’s female-focused IFA firm
- Wednesday, 06 September 2023
- Articles

Wealth manager and Financial Planner Atomos has acquired North London Chartered Financial Planner-led Equanimity IFA for an undisclosed sum.
Read more ...FCA may slow payments to combat fraud
- Wednesday, 06 September 2023
- Articles

The FCA may slow down payments by electronic transfer to help combat rising fraud and financial crime.
Read more ...Francis Clark adds senior Planner from Investec
- Wednesday, 06 September 2023
- Articles

South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.
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