Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study. This suggests that some consumers will be looking to human advisors to better understand their […]
Archives for 2022
Seccl launches digital-only paperless SIPP
Seccl, the Octopus-owned investment platform, has launched a new ‘low cost’ online-only SIPP. The firm says its new online SIPP will provide Seccl-powered investment platforms with a paperless pension solution. The Seccl SIPP is currently available to accumulation clients with a charge of 0.05% of pension portfolios (with a £1 per month minimum and £4 per […]
3 accused of involvement in £700,000 of illegal pension loans
Two former pension trustees and a professional adviser aged 85 will face court for allegedly making illegal loans and investments. The Pensions Regulator (TPR) has brought a prosecution against the three over loans and investments worth a total of £700,000. Stephen Smith, 63, of Broughton-in-Furness, Cumbria and David Boardman, 68, of Preston – trustees of […]
3 accused of involvement in £700,000 of illegal pension loans
Two former pension trustees and a professional adviser aged 85 will face court for allegedly making illegal loans and investments. The Pensions Regulator (TPR) has brought a prosecution against the three over loans and investments worth a total of £700,000. Stephen Smith, 63, of Broughton-in-Furness, Cumbria and David Boardman, 68, of Preston – trustees of […]
CISI reveals winners of Financial Planning Awards
The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has announced the winners of its Financial Planning Awards 2022. The awards were presented last night at a gala dinner in Liverpool where the CISI Annual Financial Planning Conference was being held. David Hearne CFP, of FPP IFA in Berkshire, […]
CISI reveals winners of Financial Planning Awards
The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has announced the winners of its Financial Planning Awards 2022. The awards were presented last night at a gala dinner in Liverpool where the CISI Annual Financial Planning Conference was being held. David Hearne CFP, of FPP IFA in Berkshire, […]
700,000 retirees preparing to return to work
More than 700,000 retirees are preparing to return to work to cope with the cost of living crisis, according to a new survey. The survey backs up recent studies suggesting that many retirees plan to ‘unretire’ and go back to the workplace. This may include some who retired early due to the pandemic but are finding […]
