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More women than ever failing to prepare for retirement
- Wednesday, 23 October 2013
- Articles
More women are failing to prepare adequately for retirement and remain well behind the preparation levels of men, says a new report.
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Govt seeks to strengthen legal duties on financial professionals
- Tuesday, 22 October 2013
- Articles
The Government's Law Commission has published a consultation paper reviewing the "fiduciary duties" that apply to investment intermediaries following the Kay Review.
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Advisertech website for advisers recruits 14 members in first month
- Tuesday, 22 October 2013
- Articles
Advisertech, the new website designed to help Financial Planners make the most of the internet and social media, has signed up 14 members in its first month and is on target to reach 25 by the end of the year.
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Paraplanner Powwow Down South on way - more events planned
- Tuesday, 22 October 2013
- Articles
The South may soon host its own Paraplanner Powwow 'unconference' and the Powwow concept may be rolled out nationwide.
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HMRC steps up pressure on 'pension liberation' companies
- Monday, 21 October 2013
- Articles
HM Revenue & Customs is taking steps to tackle the increasingly sophisticated models being used by so-called pension liberation companies.
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Pershing urges advisers to reassess pricing model
- Monday, 21 October 2013
- Articles
Pershing, which provides a range of support and financial services to planners and advisers, has urged advisers and wealth managers to reassess their pricing to ensure future profitability.
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Jewellery industry insurer launches Financial Planning arm
- Monday, 21 October 2013
- Articles
Jewellery trade insurance specialist T. H. March, which is based in London, has launched a Financial Planning venture.
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Two advisers fined total of £885,000 for Sipp-linked property debacle
- Friday, 18 October 2013
- Articles
A Sipp scheme was used by two Surrey-based investments advisers who have have been fined a total of £885,000 and been banned by the FCA from holding any position at a financial firm.
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True Potential sees adviser numbers grow to 347
- Friday, 18 October 2013
- Articles
Financial services firm True Potential has announced significant year-on-year increases in turnover and profits and a larger wealth management team.
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2.5m grandparents give money to grandchildren
- Friday, 18 October 2013
- Articles
Financial support from grandparents to younger generations is worth £500m a year and is set to grow in future, according to new research.
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