Equitable Life has entered into an agreement to transfer the society and its policies to Reliance Life - part of the LCCG Group - for £1.8bn.
Read more ...Adviser trust in NS&I at all-time high says report
- Friday, 15 June 2018
- Articles

NS&I has never been more trusted by advisers, its annual report says, after a number of initiatives to improve its services to advisers.
Read more ...Father’s Day poll shows extent of financial help dads provide
- Friday, 15 June 2018
- Articles

A new poll has shown that more than half of dads and granddads dig deep to provide a safety net for adult offspring.
Read more ...38% fear they won’t be able to retire in comfort
- Friday, 15 June 2018
- Articles

New research by Aegon revealed that 38% of individuals were not confident about their ability to retire comfortably, with many unprepared when it came to pension savings and arrangements for funding their retirement.
Read more ...CISI opens first African office in Nairobi, Kenya
- Friday, 15 June 2018
- Articles

The Chartered Institute for Securities & Investment has expanded its global reach by opening its first African office, in Nairobi, Kenya.
Read more ...Wealth manager Freddy David charged with fraud offences
- Thursday, 14 June 2018
- Articles

Former HBFS Financial Services managing director Freddy David has been charged with fraud offences today at Bishopsgate Police Station, in the City of London.
Read more ...Defaqto launches new Financial Planning tool for advisers
- Thursday, 14 June 2018
- Articles

Defaqto has launched a new tool aimed at Financial Planners and advisers.
Read more ...Financial Planner buys wealth management firm in £104m deal
- Thursday, 14 June 2018
- Articles

The Financial Planning arm of Rathbones has expanded with the acquisition, this morning, of Scottish wealth manager Speirs & Jeffrey, in a £104m deal.
Read more ...Calls for new body to hold directors to account
- Thursday, 14 June 2018
- Articles

The Government should create a new, single authority with the power to punish negligent directors, according to the Investment Association.
Read more ...‘Don’t let a few firms derail the profession’, says PFS
- Thursday, 14 June 2018
- Articles

The Personal Finance Society has issued an updated good practice guide covering transfers from defined benefit to defined contribution pension schemes as it warned against bad practice harming the profession.
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