Articles
Advisers opened and filled ISA accounts to max out annual allowances in a single transaction in March due to the impact of volatility gripping markets in the first quarter of this year, according to a new report.
Pension projection rules could generate ‘unrealistic’ results
Written by Kat MitchellProposed new rules on how pension pots should be projected to retirement could lead to ‘perverse and unrealistic’ results, according to consultancy firm LCP.
9 in 10 older HNW clients concerned over inflation
Written by Kat MitchellNine in ten (89%) retired high net worth investors see inflation as the biggest threat to their wealth, according to a new report.
Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
Rise in advisers bringing ESG into retirement planning
Written by Kat MitchellFour in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research.
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Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner
Written by Kat MitchellLegal and financial services provider Irwin Mitchell has acquired Cheshire-based Chartered Financial Planning firm TWP Wealth for an undisclosed sum.
The Financial Services Compensation Scheme (FSCS) has cuts its levy for 2022/23 by £275m to £625m.
Profit before tax at investment platform AJ Bell fell to £26.1m (HY21: £31.6m) for the six months ending 31 March.
FCA proposes single segment for listed companies
Written by Kat MitchellThe Financial Conduct Authority (FCA) has proposed a single listing segment regime for equity shares of commercial companies.