Almost one in five (16%) Britons accessed pension savings without understanding the rules before doing so, according to a new report.
Northerners are more financially savvy than their Southern counterparts, according to a new study from Octopus Money.
Financial advisers have called on the Government to prioritise pension reforms that would lessen the tax burden on clients.
Wealth manager and Financial Planner Titan Wealth has completed its acquisition of North Eastern IFA Prism Financial Advice, adding £630m in assets under management.
FCA CEO Nikhil Rathi has said that the FCA will take a ‘pragmatic’ approach to enforcing its new Consumer Duty.
Equality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.
The Advice Guidance Boundary Review is considering the role of digital and automated channels in order for consumers to access pensions planning support, according to FCA CEO Nikhil Rathi.
Financial Planners are struggling to meet the needs of one in three female clients, according to research by Schroders.
The UK economy grew by 0.2% in January according to the latest figures from the Office for National Statistics released today.
Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.