Articles
XPS Pensions Group (XPS) has joined the STAR initiative.
1 in 5 retirees are ‘pensioner millionaires’ study finds
Written by JamesAnalysis of Government figures by pension and investment firm Aegon has found there are 840,000 retired couples in the UK who have a weekly income which would cost more than £1.15m if bought as an annuity.
The Personal Finance Society (PFS) has produced a promotional toolkit to help existing and new holders of Chartered status promote their achievement.
Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.
Royal London has backed a call by the Office of Tax Simplification which could lead to life insurance policies being automatically exempted from Inheritance Tax to save families money.
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At Financial Planning Today we receive a large number of press releases each day, sometimes 100 or more. This morning we received one about a firm recommending a fund which it described as “an attractive offering for investors.”
Clifton Asset Management has launched a new investment platform, Viewpoint Portfolio, which is set to provide the foundation for a number of new strategic initiatives by the South-West based financial services provider.
The Financial Services Compensation Scheme (FSCS) has today published “indicative numbers” that illustrate how its levy will be distributed across firms in 2019/20.
7IM has revealed its Sustainable Balance Fund has reached £100m assets.