articles
Articles
Select a news topic from the list below, then select a news article to read.
Wealth transfer as important as estate planning to clients
- Details
- Hits: 442
Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, according to a new study.
Read more: Wealth transfer as important as estate planning to clients
SPP says changing salary sacrifice would be negative
- Details
- Hits: 650
Changes to salary sacrifice would cause confusion, reduce benefits to employees, and disincentivise pension savings, The Society of Pension Professionals has warned.
Read more: SPP says changing salary sacrifice would be negative
Upper Tribunal confirms ban on £392m 'reckless' pension transfer pair
- Details
- Hits: 1009
The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.
Read more: Upper Tribunal confirms ban on £392m 'reckless' pension transfer pair
Hargreaves CEO exits after £5.4bn private equity takeover
- Details
- Hits: 575
Dan Olley, CEO of Hargreaves Lansdown, is to leave the firm less than two years after taking up the helm.
Read more: Hargreaves CEO exits after £5.4bn private equity takeover
SSAS-linked DFM fails following upheld advice claim
- Details
- Hits: 516
Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).
Read more: SSAS-linked DFM fails following upheld advice claim