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News

Evelyn audit of CII loan request to PFS found 'significant' default risk

Your profession

Evelyn audit of CII loan request to PFS found 'significant' default risk

PFS member director hits back at CII governance failure claims

clock 10 January 2023 • 3 min read
Curtis Banks names ex-Embark head Peter Docherty as interim CEO

People

Curtis Banks names ex-Embark head Peter Docherty as interim CEO

Joins at ‘critical juncture’ as Nucleus acquires SIPP firm

clock 10 January 2023 • 1 min read
PFS financial planning panel chair quits; labels CII actions 'disturbing'

Your profession

PFS financial planning panel chair quits; labels CII actions 'disturbing'

Alisdair Walker walks away after ten months as head of the FP panel

clock 09 January 2023 • 2 min read
Annuities in vogue with one million pre-retirees considering them

Retirement

Annuities in vogue with one million pre-retirees considering them

A look into why those at the point of retirement are looking to annuities

clock 09 January 2023 • 2 min read
IFP founder and cash flow modelling pioneer Paul Etheridge dies

Your profession

IFP founder and cash flow modelling pioneer Paul Etheridge dies

Industry stalwart was known as the ‘godfather of financial planning’

clock 09 January 2023 • 1 min read
SJP to sponsor 21 education providers towards accreditation

Your profession

SJP to sponsor 21 education providers towards accreditation

‘Committing to help improve financial education for young people’

clock 09 January 2023 • 2 min read
Peter Hargreaves takes aim at HL's strategy to offer hybrid advice

Your profession

Peter Hargreaves takes aim at HL's strategy to offer hybrid advice

'It is hardly surprising the shares have collapsed'

clock 09 January 2023 • 2 min read
Advisers' 2023 wishlists: Clear regulation and proactive providers

Your profession

Advisers' 2023 wishlists: Clear regulation and proactive providers

PA takes a look at exactly what advisers want in the coming year

clock 06 January 2023 • 3 min read
HMRC more than doubles interest rate on overdue IHT to 6%

Tax Planning

HMRC more than doubles interest rate on overdue IHT to 6%

The increase will be effective immediately on rates from today

clock 06 January 2023 • 2 min read
Nucleus announces acquisition of Curtis Banks Group for £242m

Platforms

Nucleus announces acquisition of Curtis Banks Group for £242m

Deal aims to create the UK’s leading platform exclusively for advisers

clock 06 January 2023 • 2 min read
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