Tom Ellis
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Spring Budget 2021: Live blog for financial advisers
Instant updates
Connaught fund operator censured by FCA and enters liquidation
Inadequate due diligence
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
Phoenix buys Standard Life brand
Developments on 2018 deal
Voting is now closed for the PA Personality of the Year 2021
Shortlist of seven
AFH sets date for shareholder vote on £225m private equity deal
General meeting on 1 March
Private equity-owned James Hay buys rival Nucleus for £145m
Nucleus will eventually re-platform
CII adds diversity requirement to Aspire apprenticeship scheme
Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.
2020 platform sales saved by fourth quarter rally
Platform market assets under administration grew by 7.6% in the last quarter of 2020 to turn it into a relatively successful year for the sector, according to the latest data from Fundscape.
12 reforms to fix the advice market: PIMFA calls on govt and regulator for changes
Wants regulators, govt, industry to work together
Schroders Personal Wealth regional boss joins Perspective network
Spent 30 years at Lloyds
Vintage Wealth Management acquires Beaufort firm Corfe WM
Surrey-based firm
Transatlantic consolidator launches adviser training scheme
Two-year programme
Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change
Fundamental changes needed
Transact has no intention of making another offer to buy Nucleus
Made an offer last year
LV= panel initially rejected Bain Capital deal in favour of Royal London bid
Execs sought further reassurances
Quilter CEO Feeney to chair FCA Practitioner Panel
From 1 January
Fairstone adds eight advisers in latest deal
South West-based firm
Advisers back UK equity funds in 2020 - AJ Bell platform data
Six in top 10 UK equity-focused
Nucleus completes OpenWealth deal
'Reduce operational friction'
FAMR evaluation: FCA boasts improvements in access to advice
Number of advised clients up 33%
Curtis Banks hikes SIPP charges for 'better balance between fee income and interest income'
'Better balance between fee and interest income'
Former Skandia CEO Peter Mann chairs new IFA consolidator Radiant Financial Group
20 advisers and £800m AUM
Curtis Banks completes £25m acquisition of Talbot and Muir
'Clear vision for the group'
SL Aberdeen's advice arm 1825 unveils new leadership team
Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.
Equity release rebounds in Q3 after lockdown slump
The amount of equity withdrawn from homes has rebounded after a slump during the coronavirus lockdown but remains slightly down year-on-year.
Jackie Lockie to leave role as head of financial planning at CISI
Replacement yet to be found
NextGen Planners sign up Chris Rushworth as cricket ambassador
Taken more than 500 first class wickets
Nucleus offers advisers option to set ad hoc fees on platform
One-time process
Schroders UK Platform Awards 2020 to go virtual
On 15 December
PIMFA survey highlights soaring FSCS fees and adviser distrust in scheme
Levies up more than 100% in five years
Quilter's OMW platform delays second migration to November 26
2,000 advice firms to shift platform
LV= in exclusive talks with private equity firm Bain Capital over sale
Reportedly valued at £500m+
Pull the other one, Mr Regulator, a risk-based FSCS levy is too good to be true
Advisers need to respond to FCA
Financial advice improves emotional wellbeing - Royal London research
Professional financial advice delivers much more than financial benefits, according to Royal London, which has released research suggesting those who take advice feel more confident and financially resilient.
SimplyBiz partners with specialist to support acquisition service
'Received interest from 100 firms'
Schroders UK Platform Awards postponed
'Until absolutely safe'
IHT receipts fall for first time in 10 years
Residence Nil Rate Band
Perception of advisers needs to change to close advice gap - OpenMoney report
'Expensive' and 'untrustworthy'
FCA sets out fresh best practice guidance for vulnerable customers
‘Ensure vulnerability is taken seriously’
Majority of advisers would continue a form of remote advice in 'new normal'
Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.