Articles
Quilter Cheviot appoints Planner to renew NW growth strategy
Written by Kat MitchellDFM Quilter Cheviot has appointed Simon Funge, former MD of Worldwide Financial Planning, as its new head of office in Manchester as it renews its growth strategy in the region.
Walker Crips, the investment management firm with a Financial Planning-focused wealth management division, has acquired the assets and client book of Yorkshire-based high net worth specialist adviser firm MA Heap.
Watchdogs intervene after surge in Rolls Royce transfers
Written by Kevin
Two watchdogs and the MAPS government money advice service have intervened after an apparent surge in pension transfer requests made on behalf of Rolls Royce workers facing redundancy.
11,500 clients of failed wealth firm closer to refunds
Written by KevinAround 11,500 former clients of wealth management firm Reyker Securities have been given hope they will soon get at least some of their assets back after FSCS intervention.
Pensions Dashboards will not be available to pension savers until 2023 at the earliest, the Money and Pensions Service confirmed today in an update to its development timeline.
More...
The DWP is set to "nudge" more DC pension savers to get guidance from Pension Wise - the government consumer help service - when they near taking pension benefits.
Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Q&A with Walker Crips' managing director Dominic Martin
Written by Kat MitchellDominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Younger clients 'overlooked and underserved' by traditional planners
Written by Kat MitchellYoung, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.