The Financial Conduct Authority is in advanced confidential discussions with Link Group and Link Fund Solutions to determine whether the FCA’s proposed enforcement action against the latter can be resolved by agreement.
National IFA Continuum has expanded into Northern Ireland by recruiting Financial Planner Michael Kirkwood into the partnership.
Almost nine in ten (87%) advisers have built a relationship with their clients’ children or grandchildren, according to a new report from Abrdn.
Adviser support network SimplyBiz has partnered with Usay Compare to offer a private medical insurance (PMI) referral service to its members.
Martin Gilbert’s AssetCo has recorded a £9.3m loss for the year ending 30 September 2022.
The Financial Services Compensation Scheme has declared Scottish Financial Planner Alexander Sloan (FRN: 190674) in default.
The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in new enquiries and complaints about financial products.
The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA) as more people flexibly access taxable income from their retirement pot to cover increased costs.
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack.
Wealth manager and Financial Planner Kingswood has launched an AIM IHT & ISA Portfolio Service to help clients with estate planning.