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Latest News - Charles Walmsley

British Steel IFA: 90% of clients paid charges on contingent basis

Contingent charging has once again come into the spotlight after it emerged an advice firm at the centre of MPs' inquiries into steel workers' pensions used the model for more than 90% of transfer advice.

FCA to probe every firm advising on DB transfers

Every firm with permission to advise on defined benefit pension transfers will be asked to provide data to the Financial Conduct Authority as part of a probe into practices across the market.

Paradigm Norton planner to lead CISI's IFP committee

Paradigm Norton head of business development Martin Ruskin will lead the Institute of Financial Planning forum committee for the Chartered Institute for Securities and Investment.

Horner: our vision for a large, genuine financial planning firm

Building a larger firm is one part of Paradigm Norton chief executive Barry Horner's plan to promote the profession of financial planning.

Paradigm Norton and Red House Consulting merge

Bristol-based Paradigm Norton and London-based Red House Consulting have merged to create a financial planning firm across the two cities.

May moves her top team: six changes in PM's reshuffle

As prime minister reshuffles her top team, we take a look at some of the key changes in the team that is leading the UK's pension, finance and Brexit policies.

Bye bye Bellpenny? Twitter change suggests name will go

Consolidator Bellpenny looks to set to disappear from the advice landscape as it becomes Ascot Lloyd following a £6 billion merger in July last year.

Succession appoints chief exec

Succession has picked James Stevenson, the managing director of its advice arm to lead its entire business as chief executive.

No special Brexit deal for the City, warns EU negotiator

There will be no special financial services deal for UK-based companies following Brexit, according to the chief negotiator for the EU.

Old Mutual sells asset manager in £600m deal

Private equity firm TA Associates has bought Old Mutual Global Investors (OMGI) in a deal worth up to £600 million.

Video pick
Play We quiz Standard Life chief on 1825 and Elevate

We quiz Standard Life chief on 1825 and Elevate

In this final instalment of our exclusive interview, Standard Life chief executive Barry O'Dwyer answers Citywire's questions about the company's restricted advice arm 1825, and brands the Elevate platform deal a 'fantastic success'.

11 Comments Play Partial DB transfers can work - I did one, says Standard Life boss

Partial DB transfers can work - I did one, says Standard Life boss

Standard Life’s chief executive Barry O’Dwyer has revealed he has already taken a partial transfer of his defined benefit pension, and thinks more schemes should offer this option to members.

NMA Profile
Adviser Profile: Keith Churchouse of Chapters Financial

Adviser Profile: Keith Churchouse of Chapters Financial

Keith Churchouse already has reason for Christmas cheer as Chapters Financial continues to grow at an impressive rate. He now wants his revamped robo-advice proposition to deliver the gift of advice to the masses