Older people are less prepared for retirement shocks such as ill-health, relationship woes or urgent financial support needs from their wider family, according to new research.
Read more ...Over-50s less prepared for retirement shocks
- Monday, 09 December 2024
- Articles

Older savers are less prepared for financial shocks
Investors shifting from cash to equities
- Friday, 06 December 2024
- Articles

More clients are expected to shift money back into equities
Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.
Read more ...4 in 5 financial advisers unhappy with Budget
- Friday, 06 December 2024
- Articles

Chancellor Rachel Reeves announced her Budget measures at the end of October. Image: courtesy BBC TV
Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.
Read more ...Quilter network adds 5 new AR firms
- Thursday, 05 December 2024
- Articles

Quilter Financial Planning's website
Quilter Financial Planning has added five new Appointed Representative firms to its advice network.
Read more ...Scots hit by freeze on tax thresholds for higher earners
- Thursday, 05 December 2024
- Articles

The Scottish Budget proposals could see the majority of taxpayers in Scotland pay less income tax than those in England from 2025
Higher earners in Scotland will see a freeze on their income tax thresholds for the 2025/26 tax year at the same time as lower earners were given a 3.5% threshold increase in yesterday’s Scottish Budget.
Read more ...Advised platform customers rise 8% for AJ Bell
- Thursday, 05 December 2024
- Articles

Michael Summersgill, CEO at AJ Bell
Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).
Read more ...Consumer Duty Alliance launches free diagnostic tool
- Thursday, 05 December 2024
- Articles

CDA CEO Keith Richards
The Consumer Duty Alliance, the not-for-profit industry group supporting advisers with their duty commitments, has launched a free diagnostic tool.
Read more ...Financial firms 'falling short' on LGBT inclusivity
- Thursday, 05 December 2024
- Articles

Campaign group LGBT Great has called on financial services firms to do more on inclusivity
Leaders in the financial services market are failing to do enough to support LGBTQ+ employees, according to a new report.
Read more ...Cash savers 'miss out' on £165bn in 2024
- Wednesday, 04 December 2024
- Articles

The report found that the cost of cash is not well understood by savers
Cash savers have missed out on £165bn of returns this year when comparing cash interest with the return on global equities, according to a new report.
Read more ...Life expectancy falls across UK
- Wednesday, 04 December 2024
- Articles

The 10 local areas with the highest life expectancy were all the in south of England.
The effects of the pandemic cut life expectancy between 2021 and 2023 across the UK with no sign yet of recovery, according to the latest data from the Office for National Statistics.
Read more ...