Many pension savers who think they have received regulated financial advice before accessing a pension have not, according to a new report.
Read more ...Majority of retirees wish they had worked for longer
- Thursday, 15 October 2020
- Articles
Over three quarters (85%) of retired people over 50 think they retired too early, according to a new survey.
Read more ...Planning arm grows despite revenue drop at Charles Stanley
- Thursday, 15 October 2020
- Articles
Wealth management and Financial Planning group Charles Stanley has reported a 6.8% reduction in group revenue for the second quarter of its financial year but the Financial Planning division grew in the first half of its financial year.
Read more ...Outflows lead to flat start to the year for Brooks Macdonald
- Thursday, 15 October 2020
- Articles
DFM, wealth manager and Chartered Financial Planner Brooks Macdonald has seen investment performance offset by net outflows, leaving funds under management down 1.9%, in its first quarter of their financial year.
Read more ...Unemployment surge gives Planners chance to prove worth
- Thursday, 15 October 2020
- Articles
As unemployment rises economic uncertainty could give Financial Planners a golden opportunity to prove their worth, Quilter Financial Planning has told Financial Planning Today.
Read more ...MBO at Chartered Financial Planners Fiducia Wealth
- Wednesday, 14 October 2020
- Articles
Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management.
Read more ...Openwork launches new graduate trainee scheme
- Wednesday, 14 October 2020
- Articles
Openwork, one of the biggest financial advice networks with 4,000 advisers in the UK, is launching its first Graduate Wealth Pathway trainee scheme.
Read more ...Pension transfers plummet as charge ban bites
- Wednesday, 14 October 2020
- Articles
The XPS Pension Transfer Watch Index for September has revealed that pension transfer activity plummeted at the same time as scam alerts surged - with 62% of pension transfers highlighted as potential scams.
Read more ...Lucas Fettes buys Suffolk Chartered Financial Planners
- Wednesday, 14 October 2020
- Articles
Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.
Read more ...Revealed: CISI 2020 Financial Planning Awards winners
- Tuesday, 13 October 2020
- Articles
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
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