Standard Life has added a number of new services on its wrap platform to support Financial Planners and improve the experience of their clients following feedback from advisers.
Read more ...Paraplanning Hub scales up during lockdown
- Friday, 28 August 2020
- Articles
Financial Planning firm The Paraplanner Hub has increased its workforce as business continued to boom during lockdown.
Read more ...ESG climbs up Financial Planning agenda
- Friday, 28 August 2020
- Articles
Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.
Read more ...LCF pay-outs reach £20m as delays go on
- Friday, 28 August 2020
- Articles
The Financial Services Compensation Scheme has paid out just over £20m in compensation to LCF customers, close to a 50% increase since last month.
Read more ...Pension Awareness Week goes virtual
- Friday, 28 August 2020
- Articles
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.
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