Business and Development
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SPP warn of “unduly onerous” CDC regulations
Ahead of its closure tomorrow, the Society of Pension Professionals (SPP) has today (Monday 18th November 2024) published its response to the current DWP consultation on draft…
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CISI announces Financial Planning Week 2025 as an opportunity to give back
Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2…
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Rathbones Asset Management expands multi-asset team
Rathbones Asset Management has appointed Emma Letheren to its multi-asset team as an equity research analyst This latest hire follows that of…
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Price of parenthood: The cost of raising a child to 30
Parents are grappling with escalating financial pressures as they continue to support their children into their twenties and thirties, according to new…
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Advised platform outflows fall after two years of increases
Gross sales across advised platforms rose a modest 1.83% on the previous quarter, but total £57.28bn for 2024 YTD, up nearly £10bn…
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Scottish Widows take the pulse of the Paraplanning profession
Scottish Widows’ third annual Paraplanner Survey takes the pulse of the paraplanning profession in today’s financial services industry. Focusing on regulation, technology,…
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EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro to give advisers a realistic…
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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia
Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus…
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Adviser focus: Truly Independent’s Katie Brinsden tells us why advisers shouldn’t be driven to distraction by technology
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, has her…
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Ian Aylward joins AJ Bell in boost for Investments team
Ian Aylward has joined AJ Bell as the new head of investment partnerships, bolstering its award-winning Investments team. Ian’s role will see…
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