Financial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.
Read more ...Financial Planners: key concerns are growth and efficiency
- Tuesday, 07 July 2020
- Articles
M&G and Octopus join Financial Planner mentoring scheme
- Tuesday, 07 July 2020
- Articles
M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.
Read more ...O&M Pension Solutions launches cashflow modelling tool
- Tuesday, 07 July 2020
- Articles
DB transfer specialist O&M Pension Solutions has extended its product range with the launch of a new Financial Planning software suite called FinCalc.
Read more ...Paraplanner Powwows axes name and says sorry
- Monday, 06 July 2020
- Articles
The Paraplanners Powwow movement is to change its name to the Paraplanners Assembly from today due to concerns about the “cultural appropriation” of native American traditions.
Read more ...Interactive Investor creates £36bn AUA group with takeover
- Monday, 06 July 2020
- Articles
Interactive investor (ii), the flat fee investment platform, has completed its takeover of rival The Share Centre, creating a group with 570,000 customers.
Read more ...Close Brothers hires 2 new MDs from Rathbones
- Monday, 06 July 2020
- Articles
Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as managing directors to support the expansion of its investment management for HNW clients in the North West.
Read more ...83% surge in life insurance claims as Covid-19 hit
- Monday, 06 July 2020
- Articles
Aegon saw a sharp fall in Critical Illness claims during the pandemic but a surge in life insurance claims.
Read more ...Lloyds Banking Group hunts for new CEO
- Monday, 06 July 2020
- Articles
Lloyds Banking Group is hunting for a new CEO to replace António Horta-Osório who will step down as chief executive in 2021 after nearly 10 years.
Read more ...Amanda Blanc to become new Aviva CEO as Tulloch exits
- Monday, 06 July 2020
- Articles
Aviva has appointed Amanda Blanc as chief executive on a £1m basic salary to take over from Maurice Tulloch who is stepping down for family reasons after 14 months.
Read more ...LV= axes pension drawdown fee in charge revamp
- Friday, 03 July 2020
- Articles
Retirement and protection provider LV= has axed the drawdown fee for new customers as part of a pension charging overhaul.
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