Over 4 in 10 (41%) Financial Planners have seen clients change their long-term needs over the past 12 months, according to a new report.
Read more ...4 in 5 Planners go beyond money matters
- Thursday, 19 August 2021
- Articles

4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.
Read more ...Moret calls on FCA for customer care measurement
- Thursday, 19 August 2021
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Industry veteran John Moret has called on the Financial Conduct Authority (FCA) to offer greater clarity on measurement mechanisms to aid customer care performance monitoring and benchmarking.
Read more ...Tilney adds to Financial Planning team
- Thursday, 19 August 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Saunderson House Financial Planner James Weston to its London team.
Read more ...John Lewis chooses Nutmeg for digital financial launch
- Thursday, 19 August 2021
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John Lewis has partnered with digital wealth manager Nutmeg to launch three digital investing propositions.
Read more ...AJ Bell creates deputy CEO role in reshuffle
- Wednesday, 18 August 2021
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Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer.
Read more ...CPI drops from 2.5% to 2%
- Wednesday, 18 August 2021
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CPI inflation showed a significant fall last month to 2% but experts warn that the drop may only be temporary and a rate of 4% by the year end is possible.
Read more ...Record jump in CPI from 2% to 3.2%
- Wednesday, 18 August 2021
- Articles

CPI inflation leapt in August by a record amount from 2% to 3.2% after a significant fall the previous month.
Read more ...CPI dips as State Pension set to rise 3.1%
- Wednesday, 18 August 2021
- Articles

CPI inflation dipped by 0.1 percentage points to 3.1% in September after rising by a record amount in August to 3.2% from 2% the previous month.
Read more ...CPI surges to 4.2% as fuel costs spike
- Wednesday, 18 August 2021
- Articles

CPI inflation surged from 3.1% in September to 4.2% in October - the highest rate for 10 years, ONS reported today.
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