Almost 8 in 10 (79%) 45-54-year-olds (Generation X) say they are worried about spiralling living costs as they approach retirement, according to a new report.
Read more ...8 in 10 Gen X concerned about retirement affordability
- Wednesday, 13 October 2021
- Articles
Planner warns of possible CGT rate hike
- Tuesday, 12 October 2021
- Articles
A leading Financial Planner has warned that the Chancellor may choose to raise Capital Gains Tax (CGT) rates to align with Income Tax in order to raise cash in his budget to be delivered on 27 October.
Read more ...Planners concerned about family wealth abuse report
- Tuesday, 12 October 2021
- Articles
Financial Planners reacting to a report exposing family wealth abuse say that too little is being done to protect financially vulnerable people.
Read more ...4 external platforms to host AJ Bell MPS funds
- Tuesday, 12 October 2021
- Articles
Abrdn (formerly Standard Life Wrap), Aviva, Praemium and Quilter are to offer AJ Bell Investments’ managed portfolio service (MPS) to boost the number of Financial Planners able to access the funds.
Read more ...Older workers feeling effects of pandemic
- Tuesday, 12 October 2021
- Articles
UK consumers over 55 feel less confident about being able to find a paid job than before the Coronavirus pandemic, according to new research.
Read more ...Retirees face pension shortfall in most desirable UK cities
- Tuesday, 12 October 2021
- Articles
Cambridge, Edinburgh and London have been named the top three cities for retirees but people retiring in these cities face substantial pension shortfalls and high property prices.
Read more ...FCA to keep closer eye on remote and hybrid working
- Tuesday, 12 October 2021
- Articles
Financial Planning firms which continue remote or hybrid working following the pandemic will have their arrangements considered on a case-by-base basis by the Financial Conduct Authority (FCA).
Read more ...Tilney adds transatlantic tax team
- Tuesday, 12 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Adam Smith to help build a new transatlantic tax advice team.
Read more ...63% would pay for 'personalised’ financial guidance
- Monday, 11 October 2021
- Articles
A new study suggests that 63% of consumers would consider paying a fee for 'personalised' financial guidance.
Read more ...New report exposes family wealth fraud
- Monday, 11 October 2021
- Articles
A new 'elephant in the room' report has been published to draw attention to the little understood but growing problem of vulnerable but well off clients becoming victims of theft and fraud within families.
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