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Transparency lacking in portfolio management services
- Tuesday, 03 June 2014
- Articles
Portfolio management services must be more accessible to customers and there needs to be greater transparency around costs, two financial services firms have said.
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Advisers remain sceptical about self-directed services
- Monday, 02 June 2014
- Articles
Many advisers remain sceptical about offering a self-directed service to their clients alongside their current proposition, a survey suggests, after finding less than 10% are looking to add one.
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Queen's Speech to contain collective pensions scheme move
- Monday, 02 June 2014
- Articles
A new collective defined contributions pension scheme, modelled on a system used in Holland, looks set to be announced by the Government this week.
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Woodford fund launches as reports of Invesco deal emerge
- Monday, 02 June 2014
- Articles
A new fund set up by seasoned fund manager Neil Woodford launched today as reports emerge that he is set to strike a deal with his former employers Invesco Perpetual.
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Two Financial Planning firms acquired in £3m deals
- Friday, 30 May 2014
- Articles
Succession Group has announced two deals worth £3m in total to buy Cornerstone Lifestyle Financial Planning and Hopkinson Associates.
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Retired households paying taxman £45billion
- Friday, 30 May 2014
- Articles
Retired households across the country paid the equivalanet of £45.6 billion in taxes over a year, new research has found, with the average retiree family paying out 30 per cent of its annual income to the taxman.
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Pensions and investment firms in default lead to £2.5m claims
- Friday, 30 May 2014
- Articles
Twelve life and pensions and investment companies placed in default by the FSCS are set to bring claims totalling approximately £2.5m.
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IFP annual conference discount expires today
- Friday, 30 May 2014
- Articles
Delegates planning to go to the Institute of Financial Planning Annual Conference have been reminded that today is the last chance to gain a 10% discount.
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Number of over 65s to swell in next eight years
- Thursday, 29 May 2014
- Articles
There will be an average rise of 22% in the number of people aged 65 and over between mid-2012 and mid-2022 in all regions of the country, the Office for National Statistics has projected.
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'Dry, dusty perception of Financial Planning needs changing'
- Thursday, 29 May 2014
- Articles
The perception of Financial Planning as "dry, dusty and all about selling people things they may not really need" needs to be changed to attract more young people into the profession and help it thrive, an IFP director says.
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