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Smith & Williamson quashes talk of acquisition

Smith & Williamson has denied it is still an acquisition target, saying its current focus is on organic growth. In September last year, merger talks between Rathbones and Smith & Williamson broke down. The firm then said in December that any plans it had to list on the London Stock Exchange would not come to […]

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FCA wins authorisation cancellation fee complaint

The FCA has survived a complaint where a firm wanted a fee charged for cancelling its authorisation refunded. The firm was charged a £1,300 fee after it missed the deadline to have its FCA authorisation cancelled. The firm initially complained to the FCA saying it was unfair the fee was charged because it understood it […]

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Claire Walsh: Why advice firm bosses should be hands off

I have noticed a new trend among advisers at conferences lately. Instead of boasting about the number of clients they have or the size of their cases, all the talk now is about how little they are working. This struck me the most when I was listening to someone extolling his recent yachting trip. The […]

Pension savings-2015

Pension tax relief: parked (for the moment)

The national news agenda has been dominated by pension issues this month. For those that missed it (and there cannot have been many given that this was the lead story in spoken and written media), the Chancellor announced a decision to make no decision on pension tax relief in his 16 March 2016 Budget speech. To […]

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