Articles
Sales of equity release plans dropped 27% from the first quarter of 2020 to the second quarter and the total value of equity released fell by 45% as lockdown took effect, according to a new report.
The latest edition of Financial Planning Today Magazine is out today and features exclusive research into how the Financial Planning profession is coping with Coronavirus in our annual Financial Planning Profession Survey.
Unadvised pension savers left vulnerable – Just Group
Written by Kat MitchellRecord numbers of pensioners are reaching the age of 55 and becoming eligible to take their pensions but too many will be left to make complex and far-reaching decisions on their own and will be vulnerable to scams, according Just Group.
Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?
Men accumulate £135,000 more than women in their pension by retirement, according to a new report.
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Women are failing to benefit from financial advice when they are young with just 12% aged 18 to 34 years old seeking help from a Financial Planner - despite a quarter worrying about money on a daily basis, according to a new report.
Mattioli Woods has made three new board appointments, including a replacement for its chief financial officer.
The FCA will launch an enhanced Financial Services Register later this month to replace the existing register.
The not-for-profit Initiative for Financial Wellbeing (IFW) - set up by Financial Planning entrepreneur Chris Budd - has signed up Aegon as its first ‘founder partner’ member.