PLSA signs up to Treasury’s gender diversity initiative

The Pensions and Lifetime Savings Association has announced it is one of 33 new signatories that has signed up to HM Treasury’s Women in Finance Charter today. This has pushed up the number of firms that have joined the initiative to improve gender diversity within financial services to 300. These range from global banks to […]

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Tony Wickenden: Offshore investing shouldn’t be out of bounds

Negative headlines have made offshore investing look fraught with difficulties, but overlooking them could be doing clients a disservice In the lead-up to 30 September you may have read a bit about the “requirement to correct” with regards to the offshore investments of UK residents. You may also have wondered exactly what it was. The RTC […]

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MP pressures for changes to FOS review

Financial Ombudsman Service plans to review past decisions remain too process-driven despite an important change to how they will be judged says MP Nicky Morgan. FOS is planning to review decisions made soon after it reorganised in 2016, and has provided details of its proposed methodology to the Treasury select committee. It outlined a two-stage […]

FNZ provides blockchain tech for impact investing platform

Platform technology provider FNZ has supplied the blockchain system powering The Big Issue’s new impact investment platform. The Big Exchange platform will offer funds from fund managers, including Aberdeen Standard Investments Columbia Threadneedle, Alliance Bernstein and Alquity. Big Issue Invest says the platform will bring social and environmental funds direct to retail consumer for the first […]

Acquisitions boost Aim-listed adviser’s growth

Harwood Wealth Management Group has reported strong revenue growth on the back of a host of acquisitions this year. As at the end of its financial year (31 October 2018), Harwood says performance has been driven by both organic growth and purchases. A total of nine acquisitions were completed during the financial year, for an […]