The annual Pension Awareness Week roadshows have gone virtual, with the launch of a five-day online event to help people with pensions, money and financial wellbeing.
Read more ...Over-65s property wealth reaches £1.124tn
- Friday, 28 August 2020
- Articles
British over-65s now own mortgage-free property worth £1.124tn, an increase of £6,000 per household year on year, according to a new report.
Read more ...Platform prices to continue to fall for next five years
- Thursday, 27 August 2020
- Articles
Platform charges have on average come down by five to seven basis points in the last five years and are set to continue to fall at the same rate, according to a new report.
Read more ...One in twenty workers short-changed on pensions
- Thursday, 27 August 2020
- Articles
One-in-twenty workers are being ‘under-enrolled’ in company pension schemes by receiving less than the minimum legal contributions, or no contributions at all, according to new research.
Read more ...Planner Casebook: Helping a client make the most of his business sale
- Thursday, 27 August 2020
- Articles
Experienced Financial Planner and wealth manager Christine Ross CFP, a client director at Handlesbanken, recently helped a 60-year old business owner make the most of his business sale.
Read more ...Financial Planner appoints joint MD
- Thursday, 27 August 2020
- Articles
Financial Planning firm Applewood Independent has promoted Alex Pritchard to joint managing director alongside his father and founder David Pritchard.
Read more ...Expect Chancellor to raise cash from pensions says NFU
- Thursday, 27 August 2020
- Articles
The Chancellor could introduce a limit to the tax-free lump sums taken from pensions, cut the pension annual allowance, and tax pensions when left to descendants to raise cash in the Autumn Budget.
Read more ...Progeny expands Adviser Academy
- Thursday, 27 August 2020
- Articles
Progeny has shared plans for its Adviser Academy to allow its future financial advisers to build their knowledge in law and tax, as well as financial advice.
Read more ...FNZ bites back at CMA over GBST merger block
- Wednesday, 26 August 2020
- Articles
FNZ has challenged the decision by the Competition and Markets Authority to block its proposed merger with rival GBST, saying that the watchdog has an artificially narrow view of the platform market.
Read more ...Daily platform use up as satisfaction rises
- Wednesday, 26 August 2020
- Articles
Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.
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