Preliminary findings from Financial Planning Today’s annual Financial Planning Survey - currently under way - suggest that nearly half of Financial Planning, Paraplanning and adviser firms have furloughed some staff.
Read more ...Fairstone adds £1.2m fee income with Lincs firm deal
- Wednesday, 17 June 2020
- Articles
Chartered Financial Planning firm Fairstone has signed up Lincs firm MT Financial Management to join its acquisition programme.
Read more ...CPI inflation shows sharp fall to 0.5%
- Wednesday, 17 June 2020
- Articles
The Consumer Prices Index (CPI) 12-month inflation rate fell significantly to 0.5% in May - the lowest rate for four years.
Read more ...Increasing demand for ethical investing say planners
- Wednesday, 17 June 2020
- Articles
The majority (92%) of Financial Planners have seen an increase in demand from clients for investments which have a positive impact on society, according to a new survey.
Read more ...Planners back e-mentoring scheme amid pandemic
- Tuesday, 16 June 2020
- Articles
The Personal Finance Society’s e-mentoring scheme saw a surge in interest from Financial Planners as Coronavirus restrictions were introduced.
Read more ...1 in 5 rethink retirement plans - survey
- Tuesday, 16 June 2020
- Articles
The Coronavirus pandemic has forced a widespread rethink of retirement plans as 18% change their retirement age and 20% of over-55s have considered raiding their pension savings, according to a new report.
Read more ...IWP continues acquisition spree with South East deal
- Tuesday, 16 June 2020
- Articles
Expanding Financial Planning firm Independent Wealth Planners UK has acquired Herts-based Richmond House Wealth Management, its second acquisition in the South East in 2020.
Read more ...XPS launches Coronavirus life expectancy tool
- Tuesday, 16 June 2020
- Articles
MAPS gets £38m to boost Coronavirus support
- Tuesday, 16 June 2020
- Articles
The Money and Pensions Service (MAPS) has published details of how it plans to spend the additional £38m funding announced by the Treasury last week to support people hit financially by the Coronavirus pandemic.
Read more ...Frenkel sets up JV to help spinal injury victims
- Tuesday, 16 June 2020
- Articles
Financial adviser Frenkel Topping has set up a joint wealth management venture with Aspire, a charity that helps people who have been paralysed by spinal cord injury.
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