Four out of ten law firms are failing to form partnerships with financial advisers including Financial Planners – despite lacking know-how to deal with a flood of retirement-related client enquiries.
Firms must inform consumers how much they could gain from shopping around and switching provider before they buy an annuity, under new rules which take effect today.
A Chartered Financial Planning firm has won the contract to advise Premium Bonds £1 million jackpot winners.
A batch of 13 mortgage advisers have begun retraining to provide holistic Financial Planning.
The PFS is to stage a new series of dedicated Financial Planning events this summer.
A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.
Chase de Vere, the national IFA firm, has set up a partnership with The Chartered Institute of Building (CIOB), the professional body for construction managers which has 34,000 UK members.
The co-founder and former chief executive of St James Place, Mike Wilson CBE, has died today.
Aegon is shaking up its senior manager team, amid the integration of Cofunds and BlackRock’s UK Defined Contribution platform and administration business.
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