Articles
Our 2024 Financial Planning Today Reader Survey is open - and we want your views on everything from the Consumer Duty to remote working.
4 in 5 annuitants missing out on enhanced terms
Written by Kat MitchellOver four in five retired annuity holders who would likely qualify for an enhanced annuity do not currently have one, according to new research.
Schroders wealth management business grows 7%
Written by Kat MitchellNet new business for the wealth management arm of asset manager Schroders grew by 7% (£3.7bn) over the six months ended 30 June.
2 in 3 Premium Bond holders have never won a prize
Written by Kat MitchellAlmost two in three (64%) of current Premium Bond holders have never won a prize, according to new analysis.
1 in 5 under-40s face paying higher rate tax by 2027
Written by Kat MitchellOne in five under-40s will be dragged into paying higher or additional rate tax by the 2027/28 tax year as a result of frozen income tax thresholds, according to a new report.
More...
The Bank of England's Monetary Policy Committee (MPC) has voted 5-4 to cut the bank base rate by 0.25 percentage points (0.25%) to 5% - the first cut in over four years.
Wealth manager and professional services provider Evelyn Partners is to acquire three offices and 150 staff from Northern accountancy firm Haines Watts.
The FCA has today imposed stringent restrictions on London-based wealth manager London Stone Securities Limited after concerns the firm was charging clients ‘excessive fees’ sometimes exceeding 65% of portfolio value.
FCA’s Mills claims Consumer Duty a great success.
Written by Kat MitchellSheldon Mills, executive director of consumers and competition at the FCA, has claimed that Consumer Duty has been a great success in a speech at an event celebrating the Duty’s anniversary.