Sims Financial Planning
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A whopping 70% of leaders feel guilty when taking time off from their businesses, according to latest Uswitch survey
Small business owners are facing an ongoing challenge: the inability to fully disconnect from work. According to research by Uswitch.com, a staggering…
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TPR turns to AI in effort to detect scammers but government can do more to help
Tom Selby, director of public policy at AJ Bell, comments on The Pensions Regulator (TPR) and Pension Scams Action Group (PSAG) adopting…
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Brooks Macdonald Group Q3 FUMA Update
Brooks Macdonald Group plc (“Brooks Macdonald” or the “Group”) today announces flows and funds under management and advice (“FUMA”) for the three…
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Introducing six newly Chartered corporate firms with the CII
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status…
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Teachers’ pension valuation delays: legal expert explains how advisers can help divorcing clients navigate the backlog
Hundreds of teachers have faced life-altering delays in divorce proceedings due to long wait times for pension valuations. With legal action now…
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VouchedFor celebrates the trusted role of advisers with powerful new film
Leading adviser review site, VouchedFor, has launched a new film, celebrating the importance for clients of a trusted adviser during challenging times.…
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Entries open for the PFS Personal Finance Awards 2025/26
The Personal Finance Society (PFS) Personal Finance Awards 2025/26 are open for entry. Recognising excellence across the personal finance profession, the Awards…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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Preparing for September’s ‘Failure to Prevent Fraud’ offence
Written by Laurent Sarrat, co-founder and CEO of fraud detection and prevention company, Sis ID A wave of international payment regulations is…
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Monthly financial services review data – March shows high performance overall with ratings holding steady
Written by Jake Sandford, Head of Data and Analytics at Smart Money People As we reflect on the March findings from Smart…
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Air Academy launches pioneering later life lending factfind training programme
Air Academy has launched the FactFind Learning Programme, in partnership with The Equity Release Council (The Council) and accredited by the London…
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CISI CPD content provides endorsement for pioneering Lifestyle Financial Planning Programme
With growing demand amongst advisers for more meaningful client engagement, the newly CISI CPD-endorsed Lifestyle Financial Planning Programme from Inspiring Advisers offers…
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Quilter Cheviot hires Peter Gorogh as head of proposition
Quilter Cheviot, the discretionary wealth manager, has appointed Peter Gorogh as its new head of proposition. Gorogh will lead Quilter Cheviot’s proposition…
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Rosemount Financial Solutions (IFA) launches new website to support adviser transformation
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has launched a new website designed to enhance adviser support. The…
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Foster Denovo expands State Street’s mandate, doubling the number of Sequel funds it manages
Foster Denovo today announced the appointment of State Street Global Advisors, the asset management business of State Street Corporation, to manage two…
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94% of advisers involve clients’ family members in financial plans
New research from investment manager, Quilter Cheviot, with the lang cat reveals that financial planners are increasingly emphasising the importance of involving…
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Janus Henderson to manage insurer Guardian’s $45bn investment grade, public fixed income assets in new strategic partnership
The Guardian Life Insurance Company of America® one of America’s largest life insurers and a leading provider of employee benefits, and Janus…
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Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Wealth managers Hoxton Wealth, has opened its first office in Birmingham. The city’s team will be led by Bobby Sahota, who brings…
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Oxford Risk launches investor personas to enhance personal financial engagement
Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology…
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FOS sets ambitious targets for case resolution in 2025/26
The Financial Ombudsman Service will address significant demand and improve the efficiency of its case resolution processes, according to plans for the year…
