Latest figures from the Investment Association reveal that investors showed little caution in February before Coronavirus concerns hit markets.
Read more ...NEW: My WFH Day with David Inglesfield
- Thursday, 02 April 2020
- Articles

For most people working in Financial Planning the working day has changed radically since the outbreak of Coronavirus and working from home guidance from the government. In this occasional series we’ll be asking people working in the profession to tell us how they schedule their working days.
First David Inglesfield, chief executive of fast-growing Financial Planning and wealth management firm IWP (Independent Wealth Planners).
Read more ...Revealed: scale of plunging fund performance in March
- Thursday, 02 April 2020
- Articles

Many popular equity funds fell more than 22% in March, according to analysis from an online investment provider.
Read more ...FOS to use £24.5m of reserves to freeze levies
- Wednesday, 01 April 2020
- Articles

The Financial Ombudsman Service will use £24.5m of its reserves to freeze its levies for the 2020/21 financial year.
Read more ...£7m SIPPS investment adviser is banned
- Wednesday, 01 April 2020
- Articles

A Wolverhampton financial adviser has been banned for 8 years after clients lost £7m due to poor pension investment advice involving SIPPs.
Read more ...PFS backs FCA action on 10% drop letters
- Wednesday, 01 April 2020
- Articles

The Personal Finance Society, the Chartered Financial Planner professional body, has backed the FCA’s decision to defer its rule obliging advisers to send ’10% drop letters’ to clients when their investments fall by 10% or more.
Read more ...Welcome for FCA relaxation on 10% drop letters
- Wednesday, 01 April 2020
- Articles

Andy Bell, chief executive of platform and SIPP provider AJ Bell, has welcomed news that rules on 10% ‘investment drop’ letters will be relaxed until at least 1 October.
Read more ...Regulators urge savers to avoid pension panic
- Wednesday, 01 April 2020
- Articles

Key regulators and the government-backed advice body The Money and Pensions Service (MAPS)have today urged savers to keep calm and avoid panicky pension changes.
Read more ...Ascot Lloyds snaps up East Anglian planner
- Tuesday, 31 March 2020
- Articles

Expanding Financial Planner and IFA Ascot Lloyd has acquired Ring Associates, an East Anglian Financial Planning firm with 45 staff.
Read more ...FSCS pledges LCF probe will continue
- Tuesday, 31 March 2020
- Articles

The Financial Services Compensation Scheme has pledged that it will continue to review the cases of thousands of victims of the London Capital and Finance (LCF) £236m mini-bond collapse.
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