Clients aged 30-54 are the most likely to have been the first to invest in equity ISAs in the new tax year, according to Hargreaves Lansdown data.
Read more ...Options owner sells Jersey trust arm for £1.4m
- Monday, 10 May 2021
- Articles
STM Group, owner of the Options pensions business (formerly known as Carey), has sold its Jersey Corporate & Trustee Services (CTS) businesses for £1.4m.
Read more ...78% have no estate planning in place
- Monday, 10 May 2021
- Articles
A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.
Read more ...Lloyds Bank to snap up Embark Group - reports
- Monday, 10 May 2021
- Articles
Lloyds Banking Group is set to launch a £400m takeover of fast growing retirement and wealth management company Embark Group, according to a speculative report from Sky News over the weekend.
Read more ...PIMFA launches guide to help members fight online fraud
- Friday, 07 May 2021
- Articles
Wealth management trade body PIMFA has published a guide to online fraud prevention for member firms as concerns grow about a rising number of internet scams.
Read more ...Free mental health talks for Quilter advisers
- Friday, 07 May 2021
- Articles
Wealth manager and Financial Planner Quilter is partnering with mental health support company Spill to offer free online talks to its advisers.
Read more ...FCA unveils new long term investment funds
- Friday, 07 May 2021
- Articles
The FCA is to consult on introducing a new type of open-ended fund which invests in long-term illiquid assets.
Read more ...2 in 3 advisers adding more client money to ESG funds
- Friday, 07 May 2021
- Articles
Two thirds of financial advisers are investing more of their clients’ money in dedicated ESG propositions in comparison to a year ago, according to a new report.
Read more ...Bank of England holds interest rates at 0.1%
- Thursday, 06 May 2021
- Articles
Bank of England policymakers have held interest rates at the record low of 0.1% as it expects the UK’s economic recovery to gather pace.
Read more ...Savers invest £4.4bn in March
- Thursday, 06 May 2021
- Articles
UK savers invested £4.4bn into funds in March, taking the first quarter of the year to positive net retail inflows of £10bn.
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