Articles
Pandemic spurs affluent clients to retire early
Written by Kat MitchellThe Coronavirus pandemic has led to more than one in ten (12%) of mass affluent clients to consider taking, or taken, early retirement in the past three months, according to new research.
DB transfers contingent charging ban comes into force
Written by Kat MitchellThe Financial Conduct Authority ban on contingent charging on DB pension transfer advice comes into force today.
Mothers want their children involved in Financial Planning
Written by Kat MitchellAlmost three-quarters (71%) of mothers seeking financial advice would like their Financial Planners to develop a relationship with their children.
Aegon has revealed that 1 in 5 of its Critical Illness claims in 2019 were due to breast cancer.
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
More...
The number of complaints dealt with by the Financial Ombudsman Scheme has fallen to its lowest level for at least 7 years.
Sheffield-based Belmayne Chartered Financial Planners is to launch virtual ‘consultations’ for consumers to raise awareness of Financial Planning Week which takes place from 5-11 October.
The fast growing Financial Planning-focused wealth manager AFH has reported a drop in business following the Coronavirus lockdown, according to a trading statement out today.
The new chief executive of the FCA, Nikhil Rathi, will begin work at the regulator tomorrow (1 Oct).