Defined benefit transfer activity increased in June for the third month in a row to high the highest levels seen since July 2020.
Read more ...Financial Planner launches own women’s network
- Tuesday, 13 July 2021
- Articles
Expanding Financial Planning firm Progeny has launched a Women in Professional Services Forum to build a community of female spokespeople and leaders within the firm.
Read more ...Pandemic will accelerate Financial Planning demand
- Tuesday, 13 July 2021
- Articles
The Coronavirus pandemic will accelerate demand for Financial Planning within the next five years, according to a new report.
Read more ...Dolfin clients to transfer to Britannia Global
- Tuesday, 13 July 2021
- Articles
The administrators of troubled wealth firm Dolfin Financial (UK) Ltd have agreed terms for 280 client agreements to be transferred to Britannia Global Markets.
Read more ...LISA early withdrawal penalties triple to £33m
- Monday, 12 July 2021
- Articles
Lifetime ISA (LISA) early withdrawal charges rose by more than 300% to £33m in the 2020/21 tax year, according to a Freedom of Information request.
Read more ...Talis IFA acquires Dover-based financial adviser
- Monday, 12 July 2021
- Articles
Talis IFA, an Ashford-based firm which looks after more than £100m in client funds, has acquired Regency IFA of Dover for an undisclosed sum following the retirement of its founder Barry Williams.
Read more ...Transfers slump as contingent charge ban bites
- Monday, 12 July 2021
- Articles
The ban on contingent charging and the pandemic have resulted in a major slump in pension transfers, according to new research.
Read more ...Brooks Macdonald builds South West presence
- Monday, 12 July 2021
- Articles
Wealth manager and Financial Planner Brooks Macdonald has boosted its South West presence by opening a new office in Cheltenham and relocating its Taunton office to Exeter.
Read more ...7.6m Britons hit by pension scam attempts
- Friday, 09 July 2021
- Articles
Pension scammers have attempted to con 14% of the UK adult population, equivalent to 7.6m adults, a new study has found.
Read more ...Over-50s' pension dreams damaged by pandemic
- Friday, 09 July 2021
- Articles
Over half of over-50s fear they will run out of money in retirement due to the impact of the pandemic on their income and their ability to save, a new survey has revealed.
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