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News

Investing in the profession

Sixth Perspective office achieves chartered status

The Maidstone office of national financial advisory group Perspective Financial has achieved corporate chartered firm status.

clock 25 September 2012 •

Pensions

Terry Smith criticises Clegg's 'brain dead' pension idea

Terry Smith has criticised Nick Clegg's "brain dead" idea to allow parents to use their pension to help their children on the "over-priced" property ladder.

clock 25 September 2012 •

Regulation

Ombudsman tells firms: 'embrace and encourage' complaints

A Financial Ombudsman Service executive has urged firms to "embrace, encourage and celebrate" complaints, arguing they need to plan for imperfections.

clock 25 September 2012 •

Economics / Markets

Markets slip back overnight on trade worries

Asian and US markets closed lower overnight as the latest economic data emerging from leading economies around the world continued to worry investors.

clock 25 September 2012 •

Wrap/platforms

Cofunds unbundled model goes live

Cofunds' ‘explicit pricing model' has gone live today, with 1,700 clean share classes from 85 fund groups.

clock 25 September 2012 •

Investment

Close AM forecasts return to profit in 2013 after restructuring

Close Brothers has reported a 2% rise in full-year pre-tax profits and expects its asset management division to return to profitability next year as it completes a restructuring.

clock 25 September 2012 •

Tax Planning

Tax protestors crash former HMRC head's after-dinner speech

Former HM Revenue & Customs (HMRC) head Dave Hartnett was presented with a "lifetime achievement award to corporate tax planning" by protestors who crashed an after-dinner speech.

clock 25 September 2012 •

Tax Planning

Coalition tax avoidance crackdown 'on track'

The government is on course to raise £4bn from tax dodgers through a series of schemes cracking down on avoidance, Danny Alexander is set to tell the Liberal Democrat conference.

clock 25 September 2012 •

Investment

Apology as Aegon sends 35 clients' details to wrong IFA

Insurer Aegon has apologised for an administration error which saw client details sent to a financial adviser by mistake.

clock 24 September 2012 •

Wrap/platforms

Platforms failing advisers in most key areas - research

Platforms are failing to deliver expected levels of service to advisers in nine out of ten areas, according to Defaqto.

clock 24 September 2012 •
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