JP Morgan Asset Management (JPAM) has appointed Hargreaves Lansdown to provide its OEIC managed fund investors with an option to transfer their holdings onto the HL Investment Service.

The winners of this year’s CISI Annual Awards have been revealed.

Life planning guru George Kinder will be hosting the first UK event in his ‘Golden Civilization’ movement in London tomorrow.

Techzone, Standard Life’s technical website designed for advice experts, received over 150,000 views in 2018 with annual allowance and carry-forward proving most popular. 


The FCA and the Australian Securities and Investments Commission (ASIC) have agreed to strengthen cooperation post-Brexit.

Wealth manager EQ Investors has appointed of Simon Moore as a senior investment analyst in its London office.

Two Financial Planning firms have expressed concern over no fault divorce.

The Financial Services Compensation Scheme (FSCS) has issued an update today about its compensation decisions for British Steel Pension Scheme (BSPS) members affected by the failure of Active Wealth, which wrongly advised them on pension transfers.

The Pensions Advice Taskforce is to launch a new consumer guide for DB pension transfers.

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.