Carey Pensions, the SIPP firm bought out last year after being hit by a major court case, has been relaunched under a new name, Options.
Read more ...NOW Pensions calls for all workers to be auto-enrolled
- Monday, 24 February 2020
- Articles

One of the leading auto-enrolment pension providers, NOW:Pensions has urged new Chancellor Rishi Sunak to extend auto-enrolment to all workers in his first Budget next month.
Read more ...New PFS pathway for 15,000 potential financial advisers
- Monday, 24 February 2020
- Articles

The Personal Finance Society has joined forces with major education and training provider Pearson to create a new ‘pathway’ into the financial advice profession.
Read more ...Passive funds dominate platform sales in Q4 2019
- Monday, 24 February 2020
- Articles

The latest report from platform and fund research house Fundscape has revealed that passive funds were the clear winners in 2019 fund sales in a tough year for many groups.
Read more ...LEBC in ‘buoyant mood’ despite losses and turnover slump
- Friday, 21 February 2020
- Articles

LEBC Group, the pensions and financial advice company founded by a Chartered Financial Planner, remains in “buoyant mood” despite making a financial year loss of £401,000 last year and having to withdraw from DB transfer advice.
Read more ...Govt may expand dormant assets scheme to investments
- Friday, 21 February 2020
- Articles

The Government has today launched a consultation which could see its Dormant Assets scheme significantly expanded to include funds and a wide range of other investments held by investors.
Read more ...Quilter platform cuts charges for family investments
- Friday, 21 February 2020
- Articles

Quilter’s UK platform Old Mutual Wealth is to introduce ‘family-linking’ of accounts from April - a move it says will save most investors money.
Read more ...58% of older clients want advice on retiring early
- Thursday, 20 February 2020
- Articles

The top question asked of financial advisers by older clients was whether they can afford to retire early, according to a new survey.
Read more ...PFS joins Armed Forces charity body serving 6m
- Thursday, 20 February 2020
- Articles

The Personal Finance Society’s pro bono financial guidance campaign to help 6m serving and veteran Armed Forces members has received official recognition.
Read more ...Schroders PW to be ‘top 3 Financial Planner’ by 2023
- Thursday, 20 February 2020
- Articles

Schroders Personal Wealth, the new Financial Planning venture jointly owned by Schroders and Lloyds Bank, is aiming to become a top 3 ‘Financial Planning’ business by 2023.
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