Demand from high-net-worth clients for guidance on Defined Benefit pension schemes increased five fold last year, a wealth firm has revealed.
Read more ...HNW clients' demand for DB advice increases five fold
- Wednesday, 22 February 2017
- Articles

Financial Planning tech firm announces profit boost
- Wednesday, 22 February 2017
- Articles

A tech firm which makes Client Relationship Management software for Financial Planners, among a range of technology systems for firms across the financial services sector, has announced a statutory net profit for 2016 of about £48million, up 7% over the prior year.
Read more ...Altmann accuses DWP of complacency over DB plans
- Tuesday, 21 February 2017
- Articles

Baroness Ros Altmann has accused the Government of complacency after it published proposed changes to workplace Defined Benefit pensions.
Read more ...Ros Altmann wants childcare style vouchers for elderly
- Tuesday, 21 February 2017
- Articles

Ex-Pensions Minister Ros Altmann has called for radical reforms to pay for social care, including the equivalent of childcare vouchers for the elderly.
Read more ...Paraplanners reveal extent of staff poaching by rivals
- Tuesday, 21 February 2017
- Articles

Recruiters and rival firms are tapping up Paraplanners on a frequent basis, due to the lack of required Paraplanning professionals, Financial Planning Today magazine has been told.
Read more ...New consumer guidance body 'must track its referrals' to advisers
- Tuesday, 21 February 2017
- Articles

The replacement for the Money Advice Service must track the number of referrals it makes to regulated advisers, a pensions firm has told the Government.
Read more ...Adviser convicted of theft appeals against FCA bar
- Tuesday, 21 February 2017
- Articles

A financial adviser who was convicted of trespassing and theft has launched an appeal against the FCA’s decision to cancel his permission.
Read more ...Acquisitive AFH buys Devon adviser firm
- Tuesday, 21 February 2017
- Articles

AFH, the growing Financial Planning and wealth management firm, has acquired Bay Financial Management Limited, an IFA firm based in Honiton, Devon in a deal worth £1.4m.
Read more ...St James Place buys firm of Chartered Financial Planners
- Monday, 20 February 2017
- Articles

St James Place has confirmed it has bought the Dorking firm HJP IFA for an undisclosed sum.
Read more ...75% of self-employed failing to save for retirement
- Monday, 20 February 2017
- Articles

A new study has found that only 15% of self-employed people are “very optimistic” about having enough money in retirement and 75% don’t regularly save into a pension.
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