A significant chunk of advisers have so far failed to learn enough about major changes to data protection law set to come into force soon.
National adviser firm Sandringham Financial Partners has ditched its restricted model to become independent.
Women in drawdown face a 37% shortfall in their annual retirement income compared to men, leaving them more than £47,000 worse off, according to new research from Zurich UK.
Hargreaves Lansdown has commented on revelations that 129 footballers are being investigated by HMRC over tax avoidance schemes, saying there are better ways to avoid paying tax.
Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.
A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.
Talbot and Muir, SIPP and SSAS firm, was celebrating its 25th anniversary as assets under administration exceeded £2.5bn.
There has been a big jump in demand for retirement advice on transfers from Defined Benefit schemes since pension freedoms took effect, newly released figures have shown.
AFH Group has launched a takeover of two firms totalling an outlay of £1.2m.
The FCA’s remit should be extended to improving people’s long-term financial well-being, Hargreaves Lansdown’s head of policy says.
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