Wednesday, 29 March 2023
Articles

 

Platform and investment provider AJ Bell has warned that an estimated 1.8m more people will pay dividend tax by 2024/25.

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The Chartered Insurance Institute has published a Green Finance Companion Guide that supports and extends its Code of Ethics.

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Scottish Widows has launched four new funds focused on environmental and climate change issues.

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A new survey suggests that millions are deferring major life decisions such as retirement due to soaring living costs.

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A new ‘low cost’ advice firm called Hundreds and Thousands has been launched by the former founder of Novia, Paul Boston, to bridge the advice gap for both advisers and consumers.

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Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.

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M&G Wealth has added a Capital Gains Tax (CGT) tool to its platform enabling advisers to carry out complex calculations and test different planning scenarios for clients.

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Manchester-based Pareto Financial Planning has increased its team to more than 70 with the addition of four new hires over the past year.

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Only 23% of women are confident they will be able to retire comfortably with over a third (35%) expecting to be unable to enjoy a decent income in retirement.

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The Association of Investment Companies (AIC) - the trade body for the investment company sector - has renamed three of its sectors following a review.

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