Women are more likely to miss out on entitlement to free guidance despite having the most to gain, according to a new report.
Read more ...Newsmakers: PFS President Sarah Lord on levy fees crisis
- Tuesday, 17 November 2020
- Articles
New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.
Read more ...Inflows at AFH hit by Coronavirus pandemic
- Tuesday, 17 November 2020
- Articles
Financial Planning-led wealth management firm AFH Financial has reported that its client inflows continue to be impacted by the Coronavirus pandemic.
Read more ...Savers are hit by slump in deposit rates
- Tuesday, 17 November 2020
- Articles
The average rate on a one-year fixed bond has plummeted to a record low of 0.61%, less than half the rate of a year ago when it was nearly 1.3%.
Read more ...'Fundamental' shift in clients' financial plans - IFA survey
- Monday, 16 November 2020
- Articles
Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.
Read more ...Canada Life adds 14 Brewin Dolphin MPS funds
- Monday, 16 November 2020
- Articles
Canada Life has added to its Retirement Account a range of 14 pension funds managed by wealth manager Brewin Dolphin.
Read more ...Aviva unveils 2 pension-focused advice services
- Monday, 16 November 2020
- Articles
Aviva is to launch an abridged advice service under the Aviva Financial Advice brand which is aimed at people who need help with their Defined Benefit pensions.
Read more ...Retirees £47,000 better off after financial advice
- Monday, 16 November 2020
- Articles
Retirees who take financial advice are £47,000 better off in retirement - on average - than people who take no advice, according to a think tank which wants government to do more to encourage take up of financial advice.
Read more ...FCA drops move to ban platform exit fees
- Friday, 13 November 2020
- Articles
New PFS videos to boost finance skills for pupils
- Friday, 13 November 2020
- Articles
The Personal Finance Society has launched a new library of virtual video courses for its ‘My Personal Finance Skills’ curriculum to boost financial education in schools.
Read more ...