Access to advice remains a major concern for Financial Planners four years into Pension Freedoms, according to new research.
Read more ...AJ Bell sees 26% customer rise as D2C grows
- Friday, 24 July 2020
- Articles

Total customer numbers at AJ Bell increased 282,619 over the last 12 months and 8% in the quarter, with total net inflows for the quarter of £1.2bn.
Read more ...Financial Planning will bounce back – Quilter
- Friday, 24 July 2020
- Articles

Financial Planning firms that embrace change will be the winners despite FCA data revealing that revenue growth was weaker in 2019 than in previous years, according to Quilter.
Read more ...CISI Financial Planning Conference moves online
- Friday, 24 July 2020
- Articles

The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.
Read more ...Over 55s fear care costs as councils cut funding
- Friday, 24 July 2020
- Articles

As councils imply they will provide less funding for those needing long-term care, over-55s are more concerned than ever about meeting care costs, according to a new report.
Read more ...Wealth manager launches counselling service
- Friday, 24 July 2020
- Articles

Quilter has partnered with workplace mental health specialist Spill to launch online resources and a counselling service its Financial Planners and their staff.
Read more ...Financial Planners hit by 17% PI premium rise
- Thursday, 23 July 2020
- Articles

The average professional indemnity premium paid by Financial Planning firms has risen to 2.3% of average regulated revenue in 2019, according to the FCA’s retail intermediary market data released today.
Read more ...Frenkel Topping to raise £13m for acquisitions
- Thursday, 23 July 2020
- Articles

The Financial Planner and wealth manager Frenkel Topping has taken shares to market to finance further acquisitions in the personal injury and clinical negligence markets.
Read more ...Financial Planners optimistic says survey
- Thursday, 23 July 2020
- Articles

A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.
Read more ...Financial Planners want to bolster green finance skills
- Thursday, 23 July 2020
- Articles

Financial Planners want to get up to speed with the FCA’s advice requirements for green financial products, according to a new survey.
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