The Financial Conduct Authority (FCA) has extended its flexibility around firms’ requirement to send 10% drop notifications to retail investors for another six months.
Read more ...Pandemic spurs affluent clients to retire early
- Thursday, 01 October 2020
- Articles
The Coronavirus pandemic has led to more than one in ten (12%) of mass affluent clients to consider taking, or taken, early retirement in the past three months, according to new research.
Read more ...DB transfers contingent charging ban comes into force
- Thursday, 01 October 2020
- Articles
The Financial Conduct Authority ban on contingent charging on DB pension transfer advice comes into force today.
Read more ...Mothers want their children involved in Financial Planning
- Thursday, 01 October 2020
- Articles
Almost three-quarters (71%) of mothers seeking financial advice would like their Financial Planners to develop a relationship with their children.
Read more ...1 in 5 CI claims due to breast cancer - Aegon
- Thursday, 01 October 2020
- Articles
Aegon has revealed that 1 in 5 of its Critical Illness claims in 2019 were due to breast cancer.
Read more ...M&G creates £28bn new wealth manager
- Wednesday, 30 September 2020
- Articles
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Read more ...FOS complaints fall to lowest level for 7 years
- Wednesday, 30 September 2020
- Articles
The number of complaints dealt with by the Financial Ombudsman Scheme has fallen to its lowest level for at least 7 years.
Read more ...Chartered Planner to offer free virtual advice for #FPWUK
- Wednesday, 30 September 2020
- Articles
Sheffield-based Belmayne Chartered Financial Planners is to launch virtual ‘consultations’ for consumers to raise awareness of Financial Planning Week which takes place from 5-11 October.
Read more ...AFH reports drop in wealth business
- Wednesday, 30 September 2020
- Articles
The fast growing Financial Planning-focused wealth manager AFH has reported a drop in business following the Coronavirus lockdown, according to a trading statement out today.
Read more ...Government rejects call for pension tax relief review
- Wednesday, 30 September 2020
- Articles
The UK Government has rejected calls for a review of the impact of pensions tax relief.
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