Articles
Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.
Aegon’s UK adviser platform has reduced its outflows to £53m for the third quarter - down 87% from the same quarter last year when it saw £420m in outflows.
MAPS aims to boost school children's money skills
Written by Kat MitchellThe Money and Pension Service (MAPS) has developed new guidance for schools to encourage conversations about money in the classroom.
The Financial Services Compensation Scheme has dropped its 2021/22 levy forecast by £206m to £833m.
Equity release values rise but plan numbers decrease
Written by Kat MitchellThe total value of equity released from property in the third quarter rose 18.8% to just over £1bn.
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Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.
DWP to introduce pension flat fee threshold
Written by Kat MitchellThe Department for Work and Pensions is to introduce a threshold below which pension providers will be unable to charge a flat fee to savers.
Net flows for Aviva’s adviser platform rose 62% year on year to £4.2bn in the third quarter.
Carolyn Gowen, one of the founders of leading London Financial Planning firm Bloomsbury Wealth, has died at the age of 58 after a short battle with cancer just a few months after retiring.