Articles
It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.
ABI warns Govt over lifetime provider proposals
Written by Kat MitchellThe Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime 'member choice' pension pots risk undermining the success of automatic enrolment.
HMRC set to issue revised rules on LTA abolition
Written by Kat MitchellHMRC has said that it intends to issue a second set of regulations changing the legislation governing the lifetime allowance abolition.
SJP sponsors Sky Arts tv to boost brand awareness
Written by Kat MitchellWealth manager St James’s Place has entered into its first TV sponsorship deal as it aims to increase its brand awareness.
£439m Abrdn property income fund to be wound down
Written by Kat MitchellThe Abrdn Property Income Trust (API) fund is to be wound-down following a failed merger with the Custodian Property Income Reit fund.
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FCA consults industry as Pension Dashboards edge forward
Written by Kat MitchellThe FCA has opened a consultation into new guidance to be added to its Perimeter Guidance Manual (PERG) as the much-delayed Pension Dashboards Programme continues to inch forwards.
National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.
9 in 10 clients turn to infrastructure investments
Written by Kat MitchellMore than 9 in 10 (92%) of financial advice clients with over £200,000 in investible assets have an allocation to infrastructure investments, according to new research.
Number of DB transfers falls to lowest level in 6 years
Written by Kat MitchellPension transfer activity fell to its lowest level in over six years in February, according to the latest data from pensions consultancy XPS.