The FCA has issued a warning over a “scam” wealth management firm, which it says, is operating without authorisation.
Read more ...Zurich boosts profits in ‘transformative’ year
- Friday, 08 February 2019
- Articles

Zurich revealed triple digit percentage increases in profits in both life and savings and general insurance sections of the business, according to the firm’s 2018 full year results.
Read more ...Chartered Financial Planners win gold at awards
- Friday, 08 February 2019
- Articles

True Bearing Chartered Financial Planners, has won 'Gold Employer of the Year' at the Investors In People Awards.
Read more ...Experts react to BoE Bank Rate freeze
- Friday, 08 February 2019
- Articles

Experts from across the financial sector have reacted to yesterday’s decision of the Bank of England's Monetary Policy Committee to maintain the bank Rate at 0.75%.
Read more ...Bank of England holds base rate at 0.75%
- Thursday, 07 February 2019
- Articles

The Bank of England’s Monetary Policy Committee (MPC) has unanimously decided to maintain the Bank Rate at 0.75%, the bank announced today.
Read more ...New Tenet CEO to take over reins as Greenwood retires
- Thursday, 07 February 2019
- Articles

National IFA network firm Tenet Group has recruited a new chief executive - Mark Scanlon - to replace current CEO Martin Greenwood who is to retire this year.
Read more ...Editor’s Comment: Why fearful savers shun investing
- Thursday, 07 February 2019
- Articles

I’ve felt for a long time that what the fund management sector offers, and Financial Planners and advisers in turn recommend, is often far from what investors want to buy and two surveys this week back up that view.
Read more ...Editor’s Comment: Time for more Pete Matthews…
- Thursday, 07 February 2019
- Articles

One of the greatest challenges for Financial Planning in the long term is how to reach the millions who have never heard of Financial Planning or have only a vague idea of what it is and its value. The estimable Pete Matthew, an entrepreneurial Chartered and Certified Financial Planner, may be showing one important way forward.
Read more ...Editor’s Comment: A shiver down planners' spines
- Thursday, 07 February 2019
- Articles

Financial Planning Today’s story this week revealing that more than 600 ‘ambulance chaser’ firms had applied to the FCA for authorisation will have sent shivers down the spine of many planners, IFAs and wealth managers.
Read more ...Court fines accountant over ‘deliberate’ pension failings
- Thursday, 07 February 2019
- Articles

An accounts manager who tried to hide the fact that restaurants had not given their staff workplace pensions has been ordered to pay £5,000.
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