Fast-growing financial Planner Finli Group, formerly Solomon Capital Holdings, has added a further six Financial Planning firms, to bring its total number of acquisitions in the last four months to 11.
Read more ...SIPP savers over-confident about retirement
- Tuesday, 08 July 2025
- Articles

SIPP savers are facing a ‘retirement mirage’ as their confidence about achieving a comfortable retirement outpaces their understanding of how they will achieve it.
Read more ...Belmayne expands into Sheffield
- Tuesday, 08 July 2025
- Articles

Belmayne, the North Derbyshire firm of Financial Planners, has recruited Chartered Financial Planner Alex Napier to develop the firm’s reach into Sheffield.
Read more ...Wealthtime AUA climbs 4% to £9.2bn
- Monday, 07 July 2025
- Articles

Adviser platform business Wealthtime reported a 4% increase in AUA from £8.9bn to £9.2bn in the year to the end of December, despite challenging markets.
Read more ...Crypto crooks jailed for 12 years for £1.5m investment fraud
- Monday, 07 July 2025
- Articles

Two individuals have been sentenced to a combined 12 years in jail for their roles in a £1.5m crypto fraud.
Read more ...Transact launches new integration with Plannr
- Monday, 07 July 2025
- Articles

Adviser platform Transact has launched a new integration with fintech Plannr which the two firms claim should speed up the account opening process.
Read more ...9th World Financial Planning Day set for October
- Monday, 07 July 2025
- Articles

The ninth annual World Financial Planning Day will take place on 8 October, Denver-based Financial Planning Standards Board Ltd (FPSB) has announced.
Read more ...UK pension scheme surpluses climb £26bn in 12 months
- Monday, 07 July 2025
- Articles

The aggregate surplus of UK pension schemes against long-term funding targets remained extremely positive at £189bn at the end of June, up £26bn compared to the end of June 2024.
Read more ...Ex-Janus Henderson analyst gets 6 years for insider dealing
- Monday, 07 July 2025
- Articles

A former analyst at asset manager Janus Henderson and his sister have been jailed for a combined 11 years for insider dealing and money laundering which netted them more than £1m.
Read more ...1 in 6 in dark on who will inherit their pension
- Friday, 04 July 2025
- Articles

One in six (15%) pension savers surveyed earlier this year say they have no idea who will be the beneficiary of their pension when they die.
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