Articles
MPs warn lack of advice is undermining Pension Freedoms
Written by Kat MitchellA lack of advice for pension savers risks destroying the flexibilities offered by the Pension Freedoms, according to a new report from MPs on the Work and Pensions Select Committee.
Transact sees record £1.29bn quarterly inflows
Written by Kat MitchellAdviser platform Transact has reported record net inflows of £1.29bn for the first quarter of its financial year.
Succession Wealth acquires £1.4bn Financial Planning firm
Written by Kat MitchellAcquisitive wealth manager and Financial Planner Succession Wealth has acquired Pannells Financial Planning for an undisclosed sum.
The Personal Finance Society is to focus on the challenges posed by intergenerational wealth transfer as it plans a return to a full programme of face-to-face events in 2022.
A third of Financial Planners have reported an increase in demand for pension consolidation advice over the past year, according to a new report.
More...
Horta-Osario leaves Credit Suisse after breaking Covid rules
Written by Kat MitchellFormer Lloyds Banking Group boss and the chairman of Credit Suisse, Antonio Horta-Osorio, has resigned with immediate effect after breaking Coronavirus quarantine rules.
Former Labour Treasury Minister Lord Paul Myners has died aged 73.
Expanding Financial Planning group Tavistock has scrapped a plan to buy Morgan Financial Group Holdings, a Financial Planning and IFA firm with offices in Bath and Cheltenham.
It’s been an accepted wisdom over the past few decades that we are all living longer, at least as a nation. That’s now being tested.