SimplyBiz celebrated its 1000th member signing with a day out at Doncaster races last week. The firm says the day was made even more special by having its first and 1000th members join them for the outing. David Brad-shaw, based in Leicester became the first member in December 2002 and Cheshire’s Mark Pedley signed up in June as member number 1000.
Yes “I think they should. It does seem strange that these people can be giving advice to clients without being regulated.” Paul Scott, Scott Financial ConsultantsYes “They do not do a proper job and they charge extortion- ate fees which come out of the client’s compensation.” Alan Goffin, Alan Goffin Independent Financial ManagementYes “If they […]
Offshore funds are often viewed (but not always justly) to be riskier than their onshore counterparts but two recent cases have pushed one IFA to raise awareness of this issue within the advice industry.
BBB is facing a raft of problems.
Whitechurch Network has teamed up with Pink Home Loans to provide its members with a preferred packager facility. The deal allows Whitechurch members to access Pink’s packaged lender panel including its products and branded range.
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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HM Revenue & Customs has published guidance on how new income tax bands in Scotland will affect pension schemes and their members. The note is a response to the Scottish Government’s confirmation it will introduce five income tax bands for 2018/19. Pension savers in Scotland currently receive pension tax relief at their marginal rate but […]
SimplyBiz Group is considering an initial public offering of £150m on the London Stock Exchange. According to a Reuters report, the potential float could value the company between £140m and £155m and is expected to raise £30m of new money. SimplyBiz joint group chief executive Matt Timmins confirms the business has recently appointed Zeus Capital as […]
Brewin Dolphin has been ranked the preferred DFM in a Money Marketing survey of advisers and paraplanners, well ahead of the next most favoured, Quilter Cheviot. Thirty-three per cent of respondents listed the business as their preferred DFM, followed by 10.2 per cent responding in favour of Quilter Cheviot. LGT Vestra, Brooks Macdonald and Parmenion […]