Royal London has warned that property wealth in the family home is no ‘get out of jail free card’ for those with low pensions.
Read more ...Treasury outlines legislation plans for a ‘no-deal’ Brexit
- Monday, 13 August 2018
- Articles

The Treasury has outlined its financial services legislation plans in the event of a ‘no deal’ Brexit although it believes a transitionary deal until December 2020 will still happen.
Read more ...Retirement provider backs calls to save the LISA
- Monday, 13 August 2018
- Articles

A retirement solutions and financial education provider has joined calls to retain the LISA (Lifetime ISA) despite Treasury Committee calls to kill off the ISA product.
Read more ...Top 10 Planner Tips on working with HNW clients
- Monday, 13 August 2018
- Articles

Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.
Read more ...Castle hosts launch of rebranded Chartered Financial Planners
- Friday, 10 August 2018
- Articles

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.
Read more ...Mattioli Woods buys Midlands Financial Planner for £4m
- Friday, 10 August 2018
- Articles

Mattioli Woods, the wealth management and employee benefits business, has acquired Broughtons Financial Planning in a deal worth up to £4m.
Read more ...Cryptocurrency fraudsters con £1m a month from UK investors
- Friday, 10 August 2018
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Action Fraud has warned investors about fraudsters who advertise ‘get rich quick’ cryptocurrency and mining investments to scam people.
Read more ...EBS reports 18% rise in client numbers
- Friday, 10 August 2018
- Articles

EBS Pensions has reported an 18% increase in client numbers and a significant increase in profitability in 2017 under new owners the Embark Group.
Read more ...Staff and management buy City-based wealth firm IQ
- Friday, 10 August 2018
- Articles

Directors and staff at wealth management and Financial Planning business Investment Quorum have completed an MBO of the business.
Read more ...Life expectancy figures are ‘good news for DB schemes’
- Thursday, 09 August 2018
- Articles

New figures from the ONS, which point to a slowing of life expectancy increases, are good news for defined benefit pensions schemes, according to AJ Bell.
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