Financial advisers suffering exams fatigue may be deterred from getting involved in the secondary annuities market, the boss of a Financial Planning firm has suggested.
Read more ...'Exam fatigue may put advisers off annuity resales market'
- Thursday, 07 January 2016
- Articles

Insistent clients: Adviser body urges FCA to give greater clarity
- Wednesday, 06 January 2016
- Articles

A body representing financial advisers wants more details from FCA bosses on dealing with insistent clients and how to protect professionals who transact a pension transfer against advice.
Read more ...Santander builds 225 strong Financial Planning team
- Wednesday, 06 January 2016
- Articles

Santander will soon have a 225 strong Financial Planning team and may also move into the robo-advice sector, the bank has told Financial Planning Today.
Read more ...Santander bank to expand Financial Planning team
- Wednesday, 06 January 2016
- Articles

Aviva hires ex-Standard Life and L & G bosses
- Wednesday, 06 January 2016
- Articles

Aviva Investors has hired two senior managers who used to work for Standard Life and Legal & General IM.
Read more ...UK Financial Planner launches fund manager in Ireland
- Tuesday, 05 January 2016
- Articles

A Financial Planner who set out to help develop the Financial Planning Profession in Ireland after moving from the UK has launched a new Dublin office for a fund management firm.
Read more ...Nearly 25,000 do tax return on New Year's Eve
- Tuesday, 05 January 2016
- Articles

While hundreds of thousands of people around the UK were toasting the New Year with a glass of champagne, watching fireworks or having a house party, thousands were taking a rather different approach – by filling in their tax return.
Read more ...Kitemark guidance with Financial Planning proposed
- Tuesday, 05 January 2016
- Articles

A pro-savings organisation has proposed an industry wide kitemarked financial guidance framework providing Financial Planning focused on helping low and middle income households.
Read more ...New auto–enrolment portal launched
- Monday, 04 January 2016
- Articles

Adviser firm LEBC has teamed up with Aviva and the Institute of Certified Bookkeepers to launch an auto–enrolment portal.
Read more ...Failing to save for pension is top money regret of over 65s
- Monday, 04 January 2016
- Articles

Failure to save earlier in life to build up a pension is the biggest financial regret for over a quarter of over 65 year-olds, a survey suggests.
Read more ...