Articles
Pension and investments provider Aegon has launched a CPD hub for advisers to help them address ongoing regulatory challenges.
Higher inflation for working families puts pressure on Triple Lock
Written by Kat MitchellHigher inflation data for non-retired households released today by the Office for National Statistics could put pressure on the pensions Triple Lock pledge, according to consultancy Broadstone.
NS&I has raised the rate on its Direct Saver and Income Bond accounts a month after launching its one-year British Saving Bonds.
1 in 12 advisers to miss Consumer Duty report deadline
Written by Kat MitchellOne in twelve (8%) financial advisers and wealth managers do not expect their firm to meet the Consumer Duty Board report deadline, according to new research.
Careers day to promote financial jobs to Scots girls
Written by Kat MitchellOne hundred girls from 13 Scottish schools and 7 universities will take part in a financial services careers insight day in Edinburgh next month.
More...
FTSE 100 exit expected for SJP after 26.5% share slump
Written by Kat MitchellWealth manager and Financial Planner St James’s Place could drop out of the FTSE 100 in FTSE Russell’s next quarterly reshuffle.
IFA hits £1bn in assets with acquisition of Tenet&You
Written by Kat MitchellRetirement-specialist IFA My Pension Expert has completed its acquisition of fellow adviser Tenet&You.
The rate at which pension savers were transferring out of their defined benefit pensions hit a new record low in April 2024, with only 14 members in every 1,000 transferring.
The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.