Articles
In the past 12 months, since the first lockdown, over a quarter (26%) of adults have written their will or taken action to update an existing will or get advice on wills.
Financial Planning firm Continuum has reported 25% growth in new business in the quarter ending 31 March and has added eight new advisers.
Minimum pension age plans risk “retirement lottery”
Written by Kat MitchellGovernment plans to increase the age that savers can first access their pensions from 55 to 57 risk creating a “retirement lottery”, according to investment platform AJ Bell.
Confidence no substitute for good financial advice
Written by Kat MitchellFeeling financially confident is no substitute for the benefits of financial advice, according to new research.
1 in 2 clients want property included in retirement plans
Written by Kat MitchellHalf of consumers aged 55-74 now expect any property they own to be taken into consideration by their adviser when retirement planning, according to new research.
More...
Treasury report urges FCA to tackle “greenwashing”
Written by Kat MitchellA new Treasury Committee report on the future of green finance has called on the government and the Financial Conduct Authority (FCA) to consider climate labelling for financial products to tackle “greenwashing”.
Advised net inflows held steady at £0.9bn for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.
Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.
The Financial Services Compensation Scheme (FSCS) declared 11 firms in default in March, including several wealth managers and IFA firms.