Articles
Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.
Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.
IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Staffing a key challenge for Planner firm growth
Written by Kat MitchellThe recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
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These are grim times for platforms, hit by runaway ’trains’ coming from all sides.
Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Younger women show more interest in Planning careers
Written by Kat MitchellMore 16 to 18-year-old women are showing an interest in the Financial Planning profession as a career option, according to national Financial Planning firm Progeny.
Government-funded body the Money and Pensions Service (MAPS) is to combine its pensions services under a new Retirement Planning Hub.