18+ hour, 15+ min ago  (330+ words) Two Financial Planning firms based in the South West have achieved prestige Chartered Firm status from the CISI professional body. The two new firms achieving Chartered Firm status are Cornwall-based Dean Stevens Wealth Management and Devon-based William Highbourne. The status…...

18+ hour, 1+ min ago  (202+ words) Scottish Widows is to move its Letter of Authority (Lo A) servicing to Origo's Unipass Lo A digital channel. Origo says that Scottish Widows is believed to be one of the first major providers in the UK to mandate a single,…...

21+ hour, 58+ min ago  (225+ words) Half (53%) of financial advisers have seen clients move abroad in the past 12 months, a new report shows. The number of advisers seeing clients moving overseas rises to 60% and 75% for those based in the South East and Greater London respectively, according…...

20+ hour, 54+ min ago  (343+ words) The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed speaker and programme details for its Festival of Financial Planning later this year which is expected to attract more than 3, 000 delegates. The PFS, which has 40, 000 members, says…...

21+ hour, 14+ min ago  (688+ words) Inheritance Tax receipts for May were "1. 4 billion, "37m lower than the same period last year although the long term trend remains upwards, experts say. Wealth manager Quilter, which analysed the figures, said the number marked another month of lower receipts compared…...

1+ day, 17+ hour ago  (372+ words) The Bank of England's Monetary Policy Committee (MPC) has voted today by a 7-2 majority to hold the Bank of England base rate at 3. 75%. The decision to keep the base rate'at the same level as the past three reviews was widely…...

1+ day, 21+ hour ago  (282+ words) A third (34%) of pension professionals see the use of artificial intelligence to support member advice and guidance to help close the advice gap, according to a new report. All pension firms are now using artificial intelligence, according to the research…...

1+ day, 22+ hour ago  (195+ words) Investment manager Vanguard is the latest firm to be hit by a clone attack by fraudsters, according to a warning from the FCA. Scammers claiming to work for platform and asset manager Vanguard are targeting UK investors, according to an…...

2+ day, 21+ hour ago  (546+ words) Wealth manager and Financial Planner Rathbones Investment Management Limited (FRN 116316) has halted the onboarding of some new clients following a Consumer Duty-focused review which highlighted issues with some clients and how they were treated. A 12 month pause in onboarding some…...

2+ day, 20+ hour ago  (396+ words) CPI inflation remained level in May at 2. 8%, the same as April, despite predictions of a rise amid a backdrop of global uncertainty." Latest figures from the Office for National Statistics suggest inflation was under control last month. The picture ahead…...