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News

Richmond Wealth partners with LGIM for model portfolios

Managed solutions

Richmond Wealth partners with LGIM for model portfolios

Six model portfolios are set to be created as part of the collaboration

clock 20 February 2023 • 1 min read
National IFA Continuum expands its services into Northern Ireland

Your Business

National IFA Continuum expands its services into Northern Ireland

Plymouth-based national IFA now has 63 advisers working for it

clock 20 February 2023 • 1 min read
Advisers express criticism towards claims handling service levels

Protection

Advisers express criticism towards claims handling service levels

Findings from the Defaqto Protection Services Review 2023

clock 17 February 2023 • 4 min read
Over 55s most likely to shun financial advice due to cost barrier

Pensions

Over 55s most likely to shun financial advice due to cost barrier

My Pension Expert considers Britons’ retirement ambitions 

clock 17 February 2023 • 1 min read
Global pension assets take largest slide in 2022 since thorny GFC times

Pensions

Global pension assets take largest slide in 2022 since thorny GFC times

Assets declined by 16.7% with the UK pensions market taking 4th place

clock 17 February 2023 • 2 min read
SimplyBiz launches PMI referral service with Usay Compare

Protection

SimplyBiz launches PMI referral service with Usay Compare

Service will be available to advisers without PMI as main focus

clock 16 February 2023 • 1 min read
Alexander Sloan FP fails following employment case pay out

Regulation

Alexander Sloan FP fails following employment case pay out

Financial Services Compensation Scheme details the £140,000 pay out

clock 16 February 2023 • 2 min read
MPAA risks rise as quarter of pension savers over 55 contribute over limit

Pensions

MPAA risks rise as quarter of pension savers over 55 contribute over limit

AJ Bell is again calling for increase on £4,000 threshold

clock 15 February 2023 • 2 min read
FOS complaints show 65% uphold rate on DB transfer cases

Pensions

FOS complaints show 65% uphold rate on DB transfer cases

General uphold rate of more than one third on personal pensions cases

clock 15 February 2023 • 1 min read
FCA's Sacha Sadan awarded CFA Society of the UK fellowship

People

FCA's Sacha Sadan awarded CFA Society of the UK fellowship

Lauded for his contributions to the investment management industry

clock 15 February 2023 • 1 min read
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