More than 80% of IFAs rank ESG considerations as important for client portfolios compared to 65% this time last year, according to a new study.
Read more ...Surge in IFAs ranking ESG as ‘important’ for clients
- Wednesday, 13 October 2021
- Articles

Tilney to provide Financial Planning advice to RICS members
- Wednesday, 13 October 2021
- Articles

Tilney Smith & Williamson has formed a Financial Planning partnership with the Royal Institution of Chartered Surveyors (RICS) which will give access to Financial Planning services to RICS members.
Read more ...8 in 10 Gen X concerned about retirement affordability
- Wednesday, 13 October 2021
- Articles

Almost 8 in 10 (79%) 45-54-year-olds (Generation X) say they are worried about spiralling living costs as they approach retirement, according to a new report.
Read more ...Planner warns of possible CGT rate hike
- Tuesday, 12 October 2021
- Articles

A leading Financial Planner has warned that the Chancellor may choose to raise Capital Gains Tax (CGT) rates to align with Income Tax in order to raise cash in his budget to be delivered on 27 October.
Read more ...Planners concerned about family wealth abuse report
- Tuesday, 12 October 2021
- Articles

Financial Planners reacting to a report exposing family wealth abuse say that too little is being done to protect financially vulnerable people.
Read more ...4 external platforms to host AJ Bell MPS funds
- Tuesday, 12 October 2021
- Articles

Abrdn (formerly Standard Life Wrap), Aviva, Praemium and Quilter are to offer AJ Bell Investments’ managed portfolio service (MPS) to boost the number of Financial Planners able to access the funds.
Read more ...Older workers feeling effects of pandemic
- Tuesday, 12 October 2021
- Articles

UK consumers over 55 feel less confident about being able to find a paid job than before the Coronavirus pandemic, according to new research.
Read more ...Retirees face pension shortfall in most desirable UK cities
- Tuesday, 12 October 2021
- Articles

Cambridge, Edinburgh and London have been named the top three cities for retirees but people retiring in these cities face substantial pension shortfalls and high property prices.
Read more ...FCA to keep closer eye on remote and hybrid working
- Tuesday, 12 October 2021
- Articles

Financial Planning firms which continue remote or hybrid working following the pandemic will have their arrangements considered on a case-by-base basis by the Financial Conduct Authority (FCA).
Read more ...Tilney adds transatlantic tax team
- Tuesday, 12 October 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Adam Smith to help build a new transatlantic tax advice team.
Read more ...