Financial Planners with qualifications, knowledge and experience of the care market have a business opportunity to provide advice to those organising care for relatives or future care for themselves, according to a new report from pensions and retirement specialist Just.
Read more ...Opportunity for planners in care advice market - report
- Tuesday, 18 August 2020
- Articles
Pandemic increases millennial anxiety around finances
- Tuesday, 18 August 2020
- Articles
Over half (51%) of those aged between 25 and 34 said they have suffered from increased anxiety around their personal finances as a result of the Coronavirus pandemic, according to a new report.
Read more ...15% of women set to cut pension contributions
- Monday, 17 August 2020
- Articles
New research suggests that more women than men plan to reduce their pension contributions in the next six months in a sign the gender gap in savings may grow.
Read more ...FSCS opens door to more BSPS pension victims
- Monday, 17 August 2020
- Articles
The Financial Services Compensation Scheme has opened its doors to claims from victims of a failed advice firm which dealt with British Steel workers.
Read more ...Fairstone launches ‘virtual’ Financial Planning service
- Monday, 17 August 2020
- Articles
Chartered Financial Planning firm Fairstone has launched a digital “no-contact” remote advice for advisory firms.
Read more ...AJ Bell adds third party MPS access for advisers
- Monday, 17 August 2020
- Articles
Adviser platform AJ Bell Investcentre is to give financial advisers access to third party Managed Portfolio Services (MPS) from external Discretionary Fund Managers via its platform for the first time.
Read more ...Wren Sterling makes Surrey acquisition
- Friday, 14 August 2020
- Articles
IFA firm Wren Sterling has agreed to purchase Frobisher Capital Ltd, an independent advisory firm based in Woking.
Read more ...FCA issues client money warning
- Friday, 14 August 2020
- Articles
The Financial Conduct Authority has urged firms which have begun holding increased client money balances during the Coronavirus pandemic to consider returning the money to clients.
Read more ...Dynamic Planner adds investment trusts to risk profiler
- Friday, 14 August 2020
- Articles
Dynamic Planner has expanded its risk profiling service to include investment trusts.
Read more ...Defaqto launches ESG fund reviews
- Friday, 14 August 2020
- Articles
Defaqto has added ESG reviews to its Financial Planning software Defaqto Engage.
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