Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.
Read more ...'Overwhelmed' savers desperate for pensions dashboards
- Tuesday, 19 November 2024
- Articles
More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.
Read more ...EV adds IHT functionality to Financial Planning tool
- Tuesday, 19 November 2024
- Articles
Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.
Read more ...19% are clueless about pension contributions
- Tuesday, 19 November 2024
- Articles
One in five (19%) people don’t know much they and their employer is contributing to their pension.
Read more ...Succession Wealth snaps up £1.1bn AUA True Wealth
- Monday, 18 November 2024
- Articles
Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
Read more ...Beaufort Wealth Management completes MBO
- Monday, 18 November 2024
- Articles
Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.
Read more ...Transact allows pensions to be opened online
- Monday, 18 November 2024
- Articles
Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.
Read more ...FCA to consult small IFA firms over advice shake-up
- Monday, 18 November 2024
- Articles
The FCA is to hold round tables with smaller advice firms in the first half of 2025 over its plans to open the door to cheaper, simplified advice services to enable more consumers to access support at an affordable price.
Read more ...Investors confused by Reeves’ Budget
- Monday, 18 November 2024
- Articles
A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.
Read more ...2 advisers banned and fined for 'reckless' action
- Monday, 18 November 2024
- Articles
Two financial advisers whose clients worked in the medical and dental community have been fined more than £6,000 each and banned by the FCA for recklessly breaching an asset requirement imposed on the firm.
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