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Charles Stanley to expand Financial Planning despite losses

Wealth manager Charles Stanley is set to expand its growing Financial Planning division despite the operation racking up losses of £2.7m in the past year.
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Finalytiq’s Timeline completes seed-funding round

A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
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Directors admit illegally opting staff out of pension scheme

Senior staff at a national recruitment agency tried to save money by impersonating their temporary workers to opt them out of their workplace pension scheme. 
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Independent review calls for improvements at SIPP firm

A skilled persons review has called for a raft of compliance and governance improvements at international SIPP and cross border financial services group STM which saw its chief executive arrested in Gibraltar last year.
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Most pension savers prefer ‘annuities’ to alternatives


New research from wealth management and Financial Planning group Tilney has revealed that most people remain in the dark about what to do with their pensions on retirement but most still want the ‘certainty’ of an annuity-style income.
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  1. Dispute over ‘mandatory’ cashflow modelling for DB transfers
  2. Chartered Financial Planner's new firm issues transfer warning
  3. 7IM warns of ‘retirement crisis’ in new research
  4. Claims management companies to be forced to disclose fees

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Features Article Count:  4

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