Articles
Net inflows for adviser platform Transact rose 16% to £2.68bn in the six months ending 31 March.
The average age of female investors when they start investing is 32 compared to 35 for men, according to a new report.
Three quarters (74%) of pension schemes have net zero plans in place or will have within the next two years, according to a new survey.
Third of clients expect Planner to be ESG expert
Written by Kat MitchellOver a third (35%) of clients expect their Financial Planner to be an expert on environmental, social and governance investments.
Wealth firm acquisitions boost profit 83% for 7IM
Written by Kat MitchellDiscretionary fund manager 7IM saw profits rise to £9.5m in 2021, a rise of 83% from 2020.
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NS&I will increase the Premium Bonds prize fund rate from 1% to 1.4% from the June prize draw.
Noel Maye, CEO of the Denver-based Financial Planning Standards Board, is standing down after 20 years at the helm of the global Financial Planning standards organisation which sets the benchmarks for Certified Financial Planners around the world. Financial Planning Today caught up with him to ask him about his milestones, the progress of Financial Planning in the UK and his plans for the future.
Over 3 in 4 pension transfers raise red flags in April
Written by Kat MitchellA record high 78% of pension transfers raised at least one warning sign of potential scam activity in April.
FOS quick settlement push sees £22m redress to consumers
Written by Kat MitchellThe Financial Ombudsman Service’s (FOS) quick complaints settlement initiative has seen £22m in redress secured for consumers.