Quilter has reported that all 10 investment managers in Quilter’s Jersey office are now compliant with the qualification requirements of the Retail Distribution Review (RDR).
Alliance Trust Savings has published the 20 most popular funds purchased on its i.nvest platform during the first half of 2012. Five of the top ten funds are tracker funds.
Following the announcement by SimplyBiz founder Ken Davy in May of the launch of a national financial advisory firm, set to launch later this year, the new name has now been revealed as Sandringham Financial Partners Ltd.
Britons are saving £87 each month, down from £100 last spring, and almost a quarter (23 per cent) are saving nothing each month, a rise from 17 per cent last spring.
Higher rate taxpayers - the main client base of many Financial Planners - who have failed to submit tax returns are being offered the opportunity to come forward and pay up under a time-limited HM Revenue & Customs (HMRC) campaign.
Launched two weeks ago, the British Pension Survey, a landmark project aiming to reveal the contemporary financial challenges Britons face in retirement, is already producing surprising and alarming results, say organisers.
Promote your vacancy to thousands of professionals on Financial Planning Jobs
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
