Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Read more ...Planner fined over decade old SIPP switch advice
- Tuesday, 08 June 2021
- Articles

Financial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Read more ...Ex 1825 Financial Planners set up wealth management business
- Tuesday, 08 June 2021
- Articles

A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.
Read more ...Aegon shifts £5bn into ESG investment strategies
- Tuesday, 08 June 2021
- Articles

Pension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.
Read more ...Wren Sterling completes triple acquisition
- Tuesday, 08 June 2021
- Articles

Wren Sterling has completed its acquisitions of Sentinel Private Clients, Bookeeping Administration Services, and Rothesay Intelligent Financial Services.
Read more ...Planners expect business and client growth – survey
- Monday, 07 June 2021
- Articles

The majority of Financial Planners expect their net assets under management and client numbers to increase over the next year, according to a new survey.
Read more ...Women twice as likely to leave Financial Planning to partner
- Monday, 07 June 2021
- Articles

Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
Read more ...Planners need to do more to support carer employees – PFS
- Monday, 07 June 2021
- Articles

The Personal Finance Society has said some personal finance employers, including Financial Planners, need to do more to make sure their employees with caring responsibilities are aware of their flexible working options.
Read more ...FNZ to sell GBST with right to repurchase limited assets
- Monday, 07 June 2021
- Articles

Platform engine FNZ must sell its recent acquisition of competitor GBST, but will have the right to repurchase a “narrower package of assets”, according to the final reassessment report from the Competition Markets Authority (CMA).
Read more ...Wealth manager makes top employers list
- Monday, 07 June 2021
- Articles

Yorkshire-based wealth manager The Private Office (TPO) has been recognised as one of the UKs top 100 companies to work for.
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