Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.
Read more ...Tilney Smith & Williamson axes VAT on MPS
- Wednesday, 16 December 2020
- Articles

Tilney Smith & Williamson is following rivals by removing VAT from its Managed Portfolio Service propositions.
Read more ...Moneyinfo launches smartphone app for advisers
- Wednesday, 16 December 2020
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Fintech Moneyinfo has launched a smartphone app which gives advisers access to Moneyinfo back office tools and allows them to communicate with clients via their smartphones.
Read more ...Data standards for Pensions Dashboards published
- Tuesday, 15 December 2020
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The Pensions Dashboards Programme (PDP) has today published its key data standards in a move which should help providers begin to get ready for the new dashboards which will give pensions savers detailed information about their retirement savings in one place.
Read more ...esure owner unveils deal to buy LV= for £530m
- Tuesday, 15 December 2020
- Articles

Global private equity firm Bain Capital, the owner of esure and other financial businesses, is to acquire the savings, retirement and protection business of mutual insurer LV= for £530m.
Read more ...FCA fines Barclays £26m for failing 1.5m customers
- Tuesday, 15 December 2020
- Articles

The Financial Conduct Authority has fined Barclays Bank UK PLC, Barclays Bank PLC and Clydesdale Financial Services Limited (Barclays) £26m for poor treatment of consumer credit customers in financial difficulties.
Read more ...Private equity firm snaps up £8bn Novia platform
- Tuesday, 15 December 2020
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Private equity firm AnaCap Financial Partners has acquired the £8bn Novia adviser platform, its third platform acquisition in 12 months.
Read more ...FinCalc adds LTA to cashflow modeller
- Monday, 14 December 2020
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Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.
Read more ...MP warns of retirement crisis if Financial Planning ignored
- Monday, 14 December 2020
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Former Financial Planner Rob Roberts, MP for Delyn (North Wales), told the House of Commons that the UK could find itself gripped by a retirement crisis if savers’ attitudes towards Financial Planning and advice did not change.
Read more ...HNW women feel misunderstood by advisers
- Monday, 14 December 2020
- Articles

The next generation of high net worth women are set to change family financial dynamics as their share of global wealth increases, but high net worth women are more likely to feel misunderstood by their financial adviser, according to a new report.
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