Jacqueline Wilson
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The Bank of Kids
Here’s a nice twist on the idea of the Bank of Mum and Dad – soon we’ll be experiencing the Bank of…
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Latest FCA retirement income data
The latest bulletin on retirement income data has just been published by the FCA and you can access it here. According to…
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PFS recommends every working adult gets IFA
The Personal Finance Society (PFS) is recommending that every working adult should be offered a voucher for a financial health check session…
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AFH buys Devon-based IFA for £1.4m
AFH has acquired Bay Financial Management, an IFA based in Devon, for a maximum price of £1.4m. The amount payable is dependent…
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PLSA welcomes DWP green paper on DB pensions as Hargreaves Lansdown provides commentary
The Pensions and Lifetime Savings Association has welcomed the Department for Work and Pensions Green Paper ‘Security and Sustainability in Defined Benefit…
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APFA warns that ordinary marketing activities of financial advisers must be protected
Although The Association of Professional Financial Advisers (APFA) welcomed the Government’s proposals on the cold calling on pensions transfers, it warned that…
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Financial guidance body should drop ‘advice’ label
The term advice should be dropped from all branding, marketing and communications associated with the formation of the Government’s new single public…
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Chase de Vere recruits specialist medical team
National IFA firm Chase de Vere has recruited a specialist team to work with medical professionals. The seven business development consultants – five…
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Investor confidence continues to rise
Investor confidence is on the up. So says the Hargreaves Lansdown Investor Confidence Index which rose for the third consecutive month in…
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New CIO at Tilney
Christopher Godding is the new Chief Investment Officer at financial planning group Tilney. Godding replaces existing CIO Gareth Lewis who is taking…
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