Over 15m (78%) non-retired, married people have no idea about the value of their spouse’s pensions, according to a new report.
Read more ...Tavistock hits £1.23m profit as performance turns around
- Tuesday, 07 September 2021
- Articles
Wealth manager and Financial Planner Tavistock Investments has posted a £1.23m profit for the year ending 31 March, in contrast to the £5.5m loss the previous year.
Read more ...Nucleus CEO Ferguson to step down
- Tuesday, 07 September 2021
- Articles
David Ferguson, CEO and founder of adviser platform Nucleus, is to step down from the company following its takeover by rival James Hay.
Read more ...PFS restarts schools’ finance education campaign
- Monday, 06 September 2021
- Articles
As school students return to school, the Personal Finance Society has restarted its ‘My Personal Finance Skills’ programme which saw 18,000 students learn money skills over the past academic year.
Read more ...2 fund firms launch climate change funds
- Monday, 06 September 2021
- Articles
Two major fund managers, Fidelity and Janus Henderson, have today separately launched mutual funds designed to help tackle climate change.
Read more ...Pensions Dashboards enters 'develop and test' phase
- Monday, 06 September 2021
- Articles
The Pensions Dashboards Programme (PDP) has hired leading consultants Capgemini to deliver the critical technical framework needed to bring the dashboards to life as they enter a crucial “develop and test” phase.
Read more ...Mattioli Woods completes delayed Ludlow takeover
- Monday, 06 September 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.
Read more ...Cirencester CEO to retire after 26 years at the helm
- Friday, 03 September 2021
- Articles
Cirencester Friendly chief executive officer Paul Hudson is to retire from the firm after 25 years at the helm.
Read more ...South African firm buys £150m UK Chartered Planner
- Friday, 03 September 2021
- Articles
One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms.
Read more ...Equity fund net inflows tripled in July
- Friday, 03 September 2021
- Articles
Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.
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