Articles
People with a DC pension are divided when it comes to confidence about their future comfortable retirement, according to new research.
Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.
The FCA has provisionally decided to ban and fine three individuals who were involved in running SVS Securities Plc, a discretionary fund manager which went into administration five years ago.
Most workers are struggling to meet basic living costs leading to a sharp decline in their confidence in their retirement plans, according to new research published today.
Wealth manager and Financial Planner Brooks Macdonald has appointed chief financial officer Andrea Montague as its new group chief executive to replace Andrew Shepherd, who will retire after 22 years with the group.
More...
A lot of what Financial Planners do is related to tax or, to be more realistic, the avoidance of tax. With current trends it looks like they will never run out work.
Söderberg & Partners Wealth Management, the fast growing Scandinavian firm building a presence in the UK, has recruited Paul Boston as its new chairman following the death of former chairman Bill Vasilieff last year.
Inheritance Tax receipts are rising strongly along with a number of other tax revenues, producing a mini-windfall for the government.
The Financial Services Compensation Scheme, the government’s financial safety-net for consumers, has declared two financial adviser firms as failed this week.