From December FundsNetwork is to offer a range of the most popular investment trusts and exchange traded products on its platform.
The Institute of Financial Planning has now officially merged with the Chartered Institute of Securities and Investment as of 1 November and CISI welcome packs are on their way this week to IFP members.
Old Mutual has confirmed the appointment of Bruce Hemphill as group chief executive following the resignation of Julian Roberts in April.
TISA, the tax-incentivised savings association, is warning that moves towards a pension Isa would be counter-productive as it would destabilise workplace pension saving without offering a superior outcome for savers and would also result in limited future tax revenues.
Research for Prudential has found that one in five couples aged 40+ have never discussed retirement planning and nearly half have no idea what their retirement income will be.
Only one in 50 (2 %) people would pay over £1,000 for advice on a defined contribution pension pot worth £61,000, research from Citizens Advice has found.
A Retirement Survey, which polls some of the UK’s leading pension and annuity professionals, found that 86% agree or strongly agree that the UK will see an increase in individuals taking cash beyond their tax-free allowance.
The number of pensioners and older people is set to rise rapidly over the next 25 years as the overall population grows from 64.6m today to 74.3m by 2039.
At its semiannual meeting in Tokyo in October, the Financial Planning Standards Board Ltd. (FPSB), the global body responsible for international Certified Financial Planner certification outside the US, named three individuals to serve four-year terms on its board of directors, starting on 1 April 2016.
Citizens Advice Bureau has appointed James Plunkett as its new director of policy and advocacy in a role that will give him responsibility for CAB policy on debt and Financial Planning and other key areas.
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