Over 9 in 10 (92%) of high-net-worth consumers underestimate how much money they will need for a comfortable retirement, according to new research.
Read more ...Tilney poaches Financial Planner from Aviva
- Tuesday, 26 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Aviva financial adviser Neil Thornton as a Financial Planner.
Read more ...Pandemic boosts ‘rainy day’ savings but many still short
- Monday, 25 October 2021
- Articles
Nearly 48% of people have built up a bigger ‘rainy day’ fund during the pandemic to cover spending for up to six months - although 20% of people said their savings fell during the crisis.
Read more ...PFS Fellow launches ESG consultancy for IFAs
- Monday, 25 October 2021
- Articles
Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.
Read more ...FCA set to open new long-term funds to retail investors
- Monday, 25 October 2021
- Articles
The FCA confirmed today that that it will go ahead with its plans for long-term investment funds aimed at sophisticated investors and pension funds, potentially opening them up later to some retail investors.
Read more ...Chancellor prepares for Autumn Budget
- Monday, 25 October 2021
- Articles
Chancellor Rishi Sunak will deliver his Spending Review and Autumn Budget this week at lunchtime on Wednesday, 27 October.
Read more ...FCA revamps rules for MiFID investment firms
- Friday, 22 October 2021
- Articles
The FCA has today published final rules to “streamline and simplify” the prudential requirements for solo-regulated UK firms authorised under the Markets in Financial Instruments Directive (MiFID).
Read more ...Special Offer on Financial Planning Today Magazine
- Friday, 22 October 2021
- Articles
The latest issue of Financial Planning Today Magazine is now out and we're pleased to bring you a complimentary link to preview the issue plus a special subscription offer.
Read more ...Slaying the Covid dragon: new magazine out now
- Friday, 22 October 2021
- Articles
The latest issue of Financial Planning Today Magazine is out now and reveals how tech 'heroes' helped Financial Planners to slay the Covid dragon.
Read more ...How planners slayed the Covid dragon
- Friday, 22 October 2021
- Articles
The latest Financial Planning Today Magazine reveals how a collection of tech 'heroes' - essential apps and software tools - helped Financial Planners to slay the Covid dragon.
Read more ...