FCA to introduce screening checks for financial adverts
Rules come into force in February 2024
Industry
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Why I became a financial adviser…
Matthew Bourn was previously a bricklayer and a police officer before joining Irwin Mitchell AM
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Saltus launches partnership programme for financial planning firms
It is aimed at advisers that ‘want to maximise value and maintain control of their own destiny’
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Global advice group names COO and CFO
As Mike Coady becomes a non-executive director of the company
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One Four Nine Group makes ninth acquisition
As it unveils advice arm
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One-in-10 advisers planning to quit due to Consumer Duty
More than a third say regulations are harming their mental health
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State pension set to rise by 8.5% in April
‘Government has a difficult balancing act ahead’ with the triple lock
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UK-based IFA firm enters compulsory liquidation
Lifeboat scheme said it is is open to customer claims against the company
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Nordea AM receives capital markets licence in Singapore
To carry out regulated fund management activities
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What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place