Chartered Planner hires wellbeing expert
Chartered Financial Planning firm Lucas Fettes Financial Planning has appointed Victoria Watts to develop its employee benefits and wellbeing proposition. Ms Watts joins from Towergate. She was previously a key part of the team responsible for growing Anglia Healthcare until its sale to Chase Templeton. Mark Brown, managing director at Lucas Fettes Financial Planning, said […]
Schwab revamps iRebal, but the software remains TD exclusive until 2023
AutumnBudget: Experts welcome pensions ‘net pay’ fix
An estimated 1.4m people will benefit from Chancellor Rishi Sunak’s decision to fix the net-pay anomaly on pensions, a move broadly welcomed by industry experts. The fix should benefit pension savers in net pay schemes by on average £53 a year but will not happen until 2025-26. The net pay anomaly means that non-taxpayers do […]
AutumnBudget: Chancellor warns of CPI averaging 4%
In his Autumn Budget today Chancellor Rishi Sunak warned MPs that inflation would likely average 4% over the next year. Quoting forecasts from the Office for Budget Responsibility, he said inflation, currently 3.1%, was likely to be around 4% for the next 12 months, well above trend and the Bank of England’s 3% cap. Labour […]
FCA gives greenlight to LV= Bain Capital deal
The Financial Conduct Authority (FCA) has given the green light for LV= to start the process for the firm to take steps towards de-mutualisation in the latest step in its sale to Bain Capital. The next step for LV= is calling a court hearing on the scheme of arrangement. Should the outcome of this hearing […]
FCA gives greenlight to LV= Bain Capital deal
The Financial Conduct Authority (FCA) has given the green light for LV= to start the process for the firm to take steps towards de-mutualisation in the latest step in its sale to Bain Capital. The next step for LV= is calling a court hearing on the scheme of arrangement. Should the outcome of this hearing […]
SEC testimonial rule ignores the rise of online reviews
Pandemic boosts ‘rainy day’ savings but many still short
Nearly 48% of people have built up a bigger ‘rainy day’ fund during the pandemic to cover spending for up to six months – although 20% of people said their savings fell during the crisis. Lower spending during the pandemic enabled more people to boost their savings resilience, according to research. A survey by Investec revealed […]
PFS Fellow launches ESG consultancy for IFAs
Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow. The Glasgow-based ESG expert says her consultancy will offer advice and help to IFA firms looking for bolster their ESG offering. Her firm, Overstory Finance, is an […]