Private Pension Advice Provider troubles

Once again, the Financial Ombudsman Service (FOS) has released details of the claims it has upheld against Private Pension Advice Providers. We have looked at this list before. Whilst the percentage of upheld complaints is the measure used to determine performance. Sometimes the percentages are against small numbers of complaints making them look worse than […]

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Young people and crypto financial planning

The FT Adviser (14/11/22) published a good article by Schroders which looked at the reasons why young people are attracted by crypto financial planning. Despite the failure of big market players like FTX the supposed $34 billion crypto broker which collapsed last week affecting over one million customers. So, what do young people say about […]

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Financial Adviser Near me – September 2022

As your local Financial Adviser near me, here is a roundup of the financial news from September 2022: The value of cryptocurrencies continues to fall across the board. Last month the average across the industry was just over 7%. Depending on where you start to measure from most have lost more than half of their […]

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Independent Financial Adviser News August 2022

As we head towards the end of summer, here is a roundup of the Independent Financial Adviser News from August 2022: Research from Fidelity has estimated that by increasing their pension contributions by as little as 1%, women could catch up on their current pension shortfall. It would mean increasing average pension contributions from 8% […]

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Financial Planning promotions update

The FCA has just released its latest figures on financial planning promotions. That’s advertising for a range of financial products governed by the FCA. In the second quarter of the April to June, the FCA intervened in over 350 financial planning promotions requiring them to be withdrawn or amended. The majority of these were financial […]

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Awards and Accreditations

Pension Transfer Gold Standard
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Financial Vulnerability Taskforce
VF 23
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