Articles
Digital estate planning service for Planners launches
Written by Kat MitchellA new cloud-based platform to help advisers with estate planning has been launched this morning.
Transgender women born in October and November 1953 have been told by the Department for Work and Pensions (DWP) they may be eligible for the Women’s State Pension from 31 October 2018 to the date of their 65th birthday.
Recruitment moves higher on Planners' agendas
Written by Kat MitchellThe number of Financial Planning firms planning to recruit in the next 12 months has nearly doubled from 32% last year to 57% this year, according to a new report.
FOS to encourage firms to settle complaints quicker
Written by Kat MitchellThe Financial Ombudsman Service has proposed changes to its case reporting process to encourage firms to settle early and reduce waiting times.
Most financial advisers (91%) plan to adopt a hybrid advice model - combining in-person and digital engagement - over the next few years, according to a professional body’s poll.
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Wealth manager and private bank Coutts is to launch in Scotland.
The Personal Finance Society, the body for Chartered Financial Planners, has added some leading Financial Planners to its 'PFS Power' CPD panel to help expand and strengthen the content.
Record DB pension transfer values have pushed up average costs for transferees by 10% in one year.
Pension transfer advice is under threat and may become scarce without action by regulators and pension schemes, according to new research.