Staffordshire-based advice firm Norrix Financial Services Ltd (FRN: 224577) has been declared as in default by the Financial Services Compensation Scheme (FSCS).
Read more ...Staffs adviser defaults after pension transfer claims
- Wednesday, 20 November 2024
- Articles
1 in 5 Britons admit to retirement planning regrets
- Wednesday, 20 November 2024
- Articles
One in five Britons (22%) wish they had learned to save for retirement earlier, according to a new report.
Read more ...CISI’s Morris joins global FPSB leadership team
- Wednesday, 20 November 2024
- Articles
Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.
Read more ...Adviser client satisfaction increasing says report
- Wednesday, 20 November 2024
- Articles
Financial advisers are delivering greater value to their clients who are more satisfied as a result, according to a new report.
Read more ...1 in 5 mass affluent concerned over IHT planning
- Wednesday, 20 November 2024
- Articles
Over one in five (21%) of mass affluent Britons lack confidence that their inheritance planning is in order, according to a new survey.
Read more ...CISI Financial Planning Week is chance to 'give back'
- Wednesday, 20 November 2024
- Articles
Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.
Read more ...Job hoppers save £15,000 more into pensions
- Tuesday, 19 November 2024
- Articles
People who have switched jobs multiple times have £15,000 more in pension savings than the average person, mainly because they end up earning more than the average.
Read more ...Aviva launches new Shariah investment strategy
- Tuesday, 19 November 2024
- Articles
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.
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