Sanlam has launched a no-obligation virtual consultation service with its Financial Planners using software such as FaceTime, Zoom, Teams or Skype.
Read more ...Sanlam launches free virtual Financial Planning consultations
- Monday, 10 August 2020
- Articles

Planners must be creative in attracting new clients – research
- Monday, 10 August 2020
- Articles

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.
Read more ...IWP acquires South East Financial Planner Carnelian
- Monday, 10 August 2020
- Articles

Independent Wealth Planners (IWP) has acquired Milton Keynes based Financial Planning firm Carnelian Capital Management Limited.
Read more ...DB scheme endgames take hit in pandemic
- Monday, 10 August 2020
- Articles

The economic impact of the Coronavirus pandemic has pushed back FTSE350 DB scheme endgames with the average time to buyout rising 18 months on average, according to new research.
Read more ...Ascentric assets fall as Royal London reports loss
- Monday, 10 August 2020
- Articles

Assets under management fell 4.3% to £15.5bn at investment platform Ascentric in the first half of 2020, as parent group Royal London reported a loss before tax of £181m.
Read more ...CII and university launch MBA in Islamic finance
- Monday, 10 August 2020
- Articles

The Chartered Insurance Institute and Islamic Insurance Association of London have joined forces with the University of Bolton to launch an MBA in Islamic Finance.
Read more ...Pensions firm launches Shariah-compliant SIPP
- Friday, 07 August 2020
- Articles

Options Pensions has launched a Sharia SIPP in partnership with Islamic investment group Wahed Invest.
Read more ...Profits fall 30% at Standard Life Aberdeen as Covid-19 hits
- Friday, 07 August 2020
- Articles

Standard Life Aberdeen reported sharp falls in revenue and profits today due to the impact of Coronavirus and Lloyds Banking Group pulling out £25bn of managed funds.
Read more ...Hargreaves profits jump 24% as 188,000 new clients sign up
- Friday, 07 August 2020
- Articles

Bristol-based wealth manager and investment provider Hargreaves Lansdown has reported a 24% rise in pre-tax profit for the full year to 30 June to £378.3m.
Read more ...LV= launches equity release drawdown product
- Friday, 07 August 2020
- Articles

Savings and retirement provider LV= has launched a equity release drawdown product on its new equity release platform for Financial Planners.
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