Articles
British over-65s now own mortgage-free property worth £1.124tn, an increase of £6,000 per household year on year, according to a new report.
One in twenty workers short-changed on pensions
Written by Kat MitchellOne-in-twenty workers are being ‘under-enrolled’ in company pension schemes by receiving less than the minimum legal contributions, or no contributions at all, according to new research.
FNZ bites back at CMA over GBST merger block
Written by Kat MitchellFNZ has challenged the decision by the Competition and Markets Authority to block its proposed merger with rival GBST, saying that the watchdog has an artificially narrow view of the platform market.
Financial Planning firm Applewood Independent has promoted Alex Pritchard to joint managing director alongside his father and founder David Pritchard.
Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.
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Expect Chancellor to raise cash from pensions says NFU
Written by Kat MitchellThe Chancellor could introduce a limit to the tax-free lump sums taken from pensions, cut the pension annual allowance, and tax pensions when left to descendants to raise cash in the Autumn Budget.
Planner Casebook: Helping a client make the most of his business sale
Written by Kat MitchellExperienced Financial Planner and wealth manager Christine Ross CFP, a client director at Handlesbanken, recently helped a 60-year old business owner make the most of his business sale.
Progeny has shared plans for its Adviser Academy to allow its future financial advisers to build their knowledge in law and tax, as well as financial advice.
Third of Britons do not understand their pension plan
Written by Kat MitchellA third (32%) of UK adults with a pension do not know how it works or where it is being held, according to new research.