The latest edition of Financial Planning Today Magazine is out today and features exclusive research into how the Financial Planning profession is coping with Coronavirus in our annual Financial Planning Profession Survey.
Read more ...Equity release plan sales drop 27% in 2020
- Tuesday, 14 July 2020
- Articles

Sales of equity release plans dropped 27% from the first quarter of 2020 to the second quarter and the total value of equity released fell by 45% as lockdown took effect, according to a new report.
Read more ...Barclays launches robo-adviser for £5k+ clients
- Tuesday, 14 July 2020
- Articles

Barclays has launched a new digital service for clients with a minimum of £5,000 to invest, which it claims will tackle the UK’s advice gap and give more people the confidence and support their savings.
Read more ...Mixed welcome for Chancellor's CGT review
- Wednesday, 15 July 2020
- Articles

The industry has given a mixed review to news that Chancellor Rishi Sunak has asked The Office of Tax Simplification to carry out a review of Capital Gains Tax.
Read more ...Schroders Personal Wealth unveils multi-asset fund range
- Wednesday, 15 July 2020
- Articles

Schroders Personal Wealth (SPW), the Financial Planning business launched by Schroders and Lloyds Bank, has today unveiled its first range of portfolio funds which give clients access to a range of risk return profiles.
Read more ...CPI inflation ticks up to 0.6% in June
- Wednesday, 15 July 2020
- Articles

CPI inflation reversed its recent downward trend in June with an increase to 0.6% from 0.5% in May due mainly to increased recreation and culture costs.
Read more ...CISI 2020 Paraplanner Conference goes virtual
- Wednesday, 15 July 2020
- Articles

The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.
Read more ...Pension transfer values rebound to new high
- Wednesday, 15 July 2020
- Articles

After an unsteady period, defined benefit (DB) pension transfer values increased to a record high during June and the number of members taking a transfer value rebounded strongly too.
Read more ...Income drawdown clients could face 'perfect storm' - report
- Thursday, 16 July 2020
- Articles

The Coronavirus pandemic has created the 'perfect storm' for those in income drawdown and many may never fully recover from the impact, according to a new report.
Read more ...Brooks Macdonald FUM up 12% as net outflows fall
- Thursday, 16 July 2020
- Articles

Total group funds under management at Brooks Macdonald increased £1.5bn to £13.7bn for the quarter ending 30 June, with net outflows for the quarter reducing to £0.1bn.
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