Page 4 - Ed Dymott News Today

Good morning and welcome to your Morning Briefing for Wednesday 7 December 2022. To get this in your inbox every morning click here. Valuing numbers Cost matters in financial planning but is it everything? Ed Dymott, managing director, wealth, at Benchmark Capital, has some wise words on the subject: "It is right

Benchmark Capital (Benchmark), a provider of financial planning solutions and part of the Schroders Group, is continuing its business expansion across the UK. It has completed the 100% acquisition of Advision and has also has taken a 49% stake in chartered financial planning firm Chartered Independent.

Benchmark has completed the 100% acquisition of Advison and taken a 49% stake in Chartered financial planning firm, Chartered Independent.

Platform Transact has announced the death of its co-founder and former chief executive Ian Taylor at the age of 58.

The accessibility, or to use the buzz word “democratisation”, of financial services is critical. However, at the same time we need to ensure we don’t lose the consumer protections that go with it and that consumer protection is not afforded only to those who receive advice. 

 Cover feature Can the Chartered Insurance Institute find calmer waters? Jean-Baptiste Andrieux explores the challenges MM view Michael Klimes asks: can the CII regain its confidence with fresh leadership and a bold vision? Leaders The Consumer Duty reminds Michael Klimes of former Sipp litigation, and not in a good

The Initiative for Financial Wellbeing (IFW) has been awarded 'Institute' status by the business secretary Kwasi Kwarteng. The 'I' in the IFW name will change from 'Initiative' to 'Institute' in due course, and rebranding work is currently underway.

The Initiative for Financial Wellbeing (IFW) has been granted 'Institute' status by the secretary of state for business, the non-profit organization revealed.

Benchmark launches in Northern Ireland with acquisition of Waterhouse Financial Planning

The first cohort of Benchmark Capital's academy have successfully completed their training in financial planning with great results.