Articles
More than 400,000 Scots have fallen victim to a financial scam at some point in their lives, new research by Bank of Scotland and YouGov has revealed.
John Moret: Where does the SIPPs buck stop?
Written by James
I’ve been spending a fair amount of time recently considering the subject of investment due diligence. Last month an ex-colleague Chris Jones and I gave a talk on the subject at the AMPS (SIPP and SSAS providers) conference. In preparing for that talk we undertook some substantive research into the subject primarily in the context of due diligence on investments made within a SIPP wrapper.
Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today.
FSCS declares SIPPs firm in default as 400 customers hit
Written by JamesThe Financial Services Compensation Scheme (FSCS) has today declared The Lifetime SIPP Company Limited in default.
A group of 30 firms and bodies, who are members of the STAR Steering Group met in London last week tasked with improving outcomes for consumers looking to transfer assets such as pensions of investments.
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Somewhat predictably a group of MPs have this week called on FCA chief executive Andrew Bailey to resign over the £236m London Capital and Finance mini-bond mess.
Why cashflow modelling is essential for Financial Planners
Written by JamesFinancial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
Financial Planner hires new senior adviser to focus on pensions
Written by JamesLancashire Financial Planner Acumen Financial Partnership has appointed a new senior adviser to cover the Merseyside region.
Financial Planning and asset management firm Progeny has acquired Halo HR’s Burnely-based HR consultancy.