Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.
Read more ...CISI Financial Planning Week is chance to 'give back'
- Wednesday, 20 November 2024
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Job hoppers save £15,000 more into pensions
- Tuesday, 19 November 2024
- Articles

People who have switched jobs multiple times have £15,000 more in pension savings than the average person, mainly because they end up earning more than the average.
Read more ...Aviva launches new Shariah investment strategy
- Tuesday, 19 November 2024
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Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.
Read more ...'Overwhelmed' savers desperate for pensions dashboards
- Tuesday, 19 November 2024
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More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.
Read more ...EV adds IHT functionality to Financial Planning tool
- Tuesday, 19 November 2024
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Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.
Read more ...19% are clueless about pension contributions
- Tuesday, 19 November 2024
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One in five (19%) people don’t know much they and their employer is contributing to their pension.
Read more ...Succession Wealth snaps up £1.1bn AUA True Wealth
- Monday, 18 November 2024
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Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
Read more ...Beaufort Wealth Management completes MBO
- Monday, 18 November 2024
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Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.
Read more ...Transact allows pensions to be opened online
- Monday, 18 November 2024
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Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.
Read more ...FCA to consult small IFA firms over advice shake-up
- Monday, 18 November 2024
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The FCA is to hold round tables with smaller advice firms in the first half of 2025 over its plans to open the door to cheaper, simplified advice services to enable more consumers to access support at an affordable price.
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