XPS Pensions Group (XPS) has joined the STAR initiative.
Read more ...XPS Pensions Group joins STAR initiative
- Tuesday, 09 July 2019
- Articles
1 in 5 retirees are ‘pensioner millionaires’ study finds
- Monday, 08 July 2019
- Articles
Analysis of Government figures by pension and investment firm Aegon has found there are 840,000 retired couples in the UK who have a weekly income which would cost more than £1.15m if bought as an annuity.
Read more ...PFS launches Chartered status promotional toolkit
- Monday, 08 July 2019
- Articles
The Personal Finance Society (PFS) has produced a promotional toolkit to help existing and new holders of Chartered status promote their achievement.
Read more ...Financial Planning firm CEO reveals top client tips
- Monday, 08 July 2019
- Articles
Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.
Read more ...Royal London backs IHT exemption call for life policies
- Monday, 08 July 2019
- Articles
Royal London has backed a call by the Office of Tax Simplification which could lead to life insurance policies being automatically exempted from Inheritance Tax to save families money.
Read more ...Clifton Asset Management launches investment platform
- Monday, 08 July 2019
- Articles
Clifton Asset Management has launched a new investment platform, Viewpoint Portfolio, which is set to provide the foundation for a number of new strategic initiatives by the South-West based financial services provider.
Read more ...FSCS reveals how levy will be distributed
- Friday, 05 July 2019
- Articles
The Financial Services Compensation Scheme (FSCS) has today published “indicative numbers” that illustrate how its levy will be distributed across firms in 2019/20.
Read more ...7IM sustainable balance hits £100m in assets
- Friday, 05 July 2019
- Articles
1 in 3 change investments because of social media
- Friday, 05 July 2019
- Articles
New research has revealed that more than a third of UK retail investors have altered investments as a result of things they have read on social media.
Read more ...SIPPs investment parking firms go into administration
- Friday, 05 July 2019
- Articles
Four parking scheme firms, investments in which were sold through SIPPs providers, have slumped into administration.
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