Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.
Read more ...Evelyn expands in Bristol with solar-powered new offices
- Monday, 21 August 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.
Read more ...Tenet to transfer 360-adviser wealth arm to Openwork
- Monday, 21 August 2023
- Articles

IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.
Read more ...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles

Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more ...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles

The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more ...Quilter adds client comms guide
- Friday, 18 August 2023
- Articles

Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Read more ...Younger women show more interest in Planning careers
- Friday, 18 August 2023
- Articles

More 16 to 18-year-old women are showing an interest in the Financial Planning profession as a career option, according to national Financial Planning firm Progeny.
Read more ...MAPS to launch retirement guidance hub
- Friday, 18 August 2023
- Articles

Government-funded body the Money and Pensions Service (MAPS) is to combine its pensions services under a new Retirement Planning Hub.
Read more ...Netwealth targeted by 'clone' scammers
- Friday, 18 August 2023
- Articles

Wealth manager and Financial Planner Netwealth has been hit by a clone attack by fraudsters.
Read more ...Renters facing retirement planning shortfalls
- Thursday, 17 August 2023
- Articles

Only 18% of renting households are on track for a moderate retirement income - a 2% decrease year-on-year, according to the HL Savings and Resilience barometer.
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