Frenkel Topping, the specialist financial adviser focusing on personal injury and clinical negligence cases, has partnered with CFG Law to set up a 50:50 joint venture between its IFA arm and CFG Law.
Read more ...CII to overhaul Financial Planning exam assessment
- Friday, 22 July 2022
- Articles

The Chartered Insurance Institute is considering major changes to the assessment of its R06 Financial Planning practice qualification as part of a raft of changes.
Read more ...Many ‘Boomers’ want to work past 70
- Friday, 22 July 2022
- Articles

A new survey warns that many Baby Boomers (those aged 58-75) are being forced into early retirement and would prefer to retire later - past 70 in many cases.
Read more ...Advised customers rise 16% for AJ Bell
- Friday, 22 July 2022
- Articles

The number of advised customers at investment platform AJ Bell have risen 16% over the past year.
Read more ...IHT reform could win votes say Planners
- Thursday, 21 July 2022
- Articles

Changes to the inheritance tax (IHT) system could be a vote winner for politicians at the next election as IHT receipts continue to rise, according to Financial Planners.
Read more ...FCA BSPS response "inadequate" say MPs
- Thursday, 21 July 2022
- Articles

The Financial Conduct Authority (FCA) was “consistently behind the curve” when responding to the British Steel Pension Scheme (BSPS) transfer scandal, according to MPs.
Read more ...NS&I boosts interest rates on savings products
- Thursday, 21 July 2022
- Articles

NS&I is to increase rates on many of its savings products in a move it says will benefit more than 1.3m people.
Read more ...Fintechs join forces to launch Planning app
- Thursday, 21 July 2022
- Articles

Fintech firms Moneyhub and Pennyworth have joined forces to develop a new Financial Planning and banking app.
Read more ...Brewin Q3 assets drop 8% as acquisition by RBC on track
- Thursday, 21 July 2022
- Articles

Funds under management fell 8.2% for wealth manager and Financial Planner Brewin Dolphin in Q3 as its acquisition by RBC Wealth Management remains on track to complete this autumn.
Read more ...Two Planners launch new Ukraine refugee campaign
- Thursday, 21 July 2022
- Articles

Two of the UK’s leading Financial Planners have launched a new campaign to help Ukrainian refugees who fled to Moldova, one of the poorest countries in Europe.
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