Daniel Harrison has stepped down as the CEO of Financial Planning-focused wealth management firm True Potential.
Read more ...3 in 5 confused by pensions
- Thursday, 03 October 2024
- Articles

Close to three in five (56%) of Britons think pensions are complicated and confusing, according to a new report.
Read more ...Age most likely milestone to drive consumers towards advice
- Thursday, 03 October 2024
- Articles

Reaching a milestone birthday is the most likely major event or milestone to drive consumers towards seeking professional financial advice, according to a new report.
Read more ...Royal London Chairman steps down
- Thursday, 03 October 2024
- Articles

Mutual pensions firm and life insurer Royal London’s Chairman Kevin Parry will resign from the Board from 31 December.
Read more ...Titan adds settlement and custody division
- Thursday, 03 October 2024
- Articles

Wealth manager Titan Wealth has formed a Settlement and Custody division to provide execution, settlement and custody services to Financial Planners, DFMs and institutional clients.
Read more ...Insurance giant takes stake in wealth manager
- Thursday, 03 October 2024
- Articles

Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.
Read more ...Ombudsman launches pension underpayments investigation
- Thursday, 03 October 2024
- Articles

The Parliamentary Ombudsman has launched an investigation into State Pension underpayments to tens of thousands of married women.
Read more ...Senior financial services management lack diversity
- Wednesday, 02 October 2024
- Articles

White men from higher socio-economic backgrounds are thirty three times more likely to be found in senior roles in financial services compared with women with an ethnic minority background who are also from a lower socio-economic background, according to a new report.
Read more ...FCA fines Starling Bank £29m over screening failures
- Wednesday, 02 October 2024
- Articles

The FCA has fined Starling Bank just under £29m for financial crime failings related to its financial sanctions screening.
Read more ...Business relief changes not just an IHT issue says report
- Wednesday, 02 October 2024
- Articles

The removal of business relief from Alternative Investment Market (AIM) companies could have harsh consequences for both investors looking to avoid paying inheritance tax and many of the UK’s most popular funds, according to new research.
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