Articles
Social care levy could fuel demand for advice
Written by Kat MitchellThe clarity provided this week on personal social care contributions by the Government opens up major retirement advice opportunities, according to Aegon.
Transact growth hampered by recruitment struggles
Written by Kat MitchellGrowth at leading planner platform Transact has been hampered recently by a struggle to increase staff as quickly as planned due to recruitment issues.
The Aviva-owned robo-adviser Wealthify has signed a partnership deal with wealth manager LGT Vestra to offer lower wealth clients a low-fee digital investment option.
UK tops 10-nation poll for Financial Planner usage
Written by Kat MitchellAffluent to ultra-high-net worth investors in the UK were the most likely to use a Financial Planner among 10 leading nations surveyed for a new report.
NI increase will boost pension savings predicts Planner
Written by Kat MitchellThe 1.25% National Insurance increase for employers and employees announced this week could boost pension saving by making salary sacrifice more attractive, Chartered Financial Planner Sean McCann has predicted.
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Revenue jumps at Curtis Banks but profits flat
Written by Kat MitchellSIPP provider Curtis Banks increased revenue by 29.4% to £31.7m in the first half of 2021 although profits showed little growth at £6.3m.
Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.
More than 11.6m people have received an inheritance in the past 10 years with 47 the average age at which people receive a windfall, new research has revealed.
The UK fund sector has made major strides in improving its ESG credentials but major improvements are still needed, according to a new report from pension consultants XPS.