Editor’s Column: Financial Planning’s ‘new normal’
- Friday, 12 June 2020
- Comment
A new poll of Personal Finance Society members suggests nearly 90% of Financial Planners will never return to the way they worked before the pandemic.
Read more...DB pension transfer values bounce back
- Tuesday, 09 June 2020
- Articles
Defined benefit (DB) transfer values increased by nearly 4% during May and the number of members taking a transfer value rose slightly from the record low observed in April.
Read more...BW warns of 'capacity crunch' in DB transfer advice
- Tuesday, 09 June 2020
- Articles
Pension consultancy Barnett Waddingham has warned that there are likely to be too few advisers to meet demand from the 120,000 pension savers a year it predicts will need DB transfer advice.
Read more...Fintech launches abridged DB advice service
- Monday, 08 June 2020
- Articles
Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.
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