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Jan 17, 2025 · The Financial Ombudsman Service (FOS) has told Pathlines Pensions UK to compensate a further trio of SIPP clients over pensions transfers into high-risk “esoteric” investments.

Oct 31, 2024 · As the clock ticks eerily toward the year's end—just two months away—2024 has proven to be a cauldron of change for UK financial advisers and wealth managers. With a new government taking ...

Dec 14, 2023 · Increased adviser users and client numbers alongside ‘resilient’ inflows at Transact during 2023 have seen its parent company IntegraFin end the year on a positive note.

Nov 6, 2024 · Schroders Personal Wealth (SPW) has scrapped its multi-manager structure in favour of a single manager model, with all funds run by Schroders.

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Mar 21, 2024 · Last night (20 March) marked 19 years of the PA Awards and saw a wide range of industry professionals including advisers, providers, and fund managers gather together at The Brewery in London.

Feb 4, 2025 · Weary advisers know only too well that the only certainties in life are death, taxes - and sorting out (PII). The overwhelming majority of financial advisers require compulsory PII to help protect ...

Jan 7, 2025 · NextWealth CEO Heather Hopkins said the access to advice will rebound in the medium term (3-5 years) but "2025 will continue to see a shrinking in access to advice".

Jul 25, 2013 · One of the stand-out sites for making plenty of the importance of its client relationships (and multiple awards). The site's design is clean and consistent while there is plenty of information and ...