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Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Manchester-based Pareto Financial Planning has reported strong growth across the business with a 14% increase in turnover in 2023-24 and more than £1bn in assets under management.
The Labour Party may abandon its pledge to reinstate the pensions lifetime allowance (LTA), according to a report in the FT today.
Just 4% of people would consider a career as a financial adviser with a slightly higher percentage - 9% - saying they would consider a career as a Senior Paraplanner.
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A new study of Charity Commission data has revealed that 58% of charities hold no long term investments and are potentially missing out on £1.5bn in returns a year.
Oliver Cooke has moved from his role as executive chairman of Financial Planning group Tavistock to become non-executive chairman.
Troubled wealth manager and financial services firm WH Ireland has agreed to sell its capital markets division for up to £5m to help stabilise its finances.
Two in three adults aged 40 and over are in the dark about what the Triple Lock provides, according to a new survey.