The Personal Finance Society has said some personal finance employers, including Financial Planners, need to do more to make sure their employees with caring responsibilities are aware of their flexible working options.
Read more ...Planners need to do more to support carer employees – PFS
- Monday, 07 June 2021
- Articles

Women twice as likely to leave Financial Planning to partner
- Monday, 07 June 2021
- Articles

Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
Read more ...Planners expect business and client growth – survey
- Monday, 07 June 2021
- Articles

The majority of Financial Planners expect their net assets under management and client numbers to increase over the next year, according to a new survey.
Read more ...Wren Sterling completes triple acquisition
- Tuesday, 08 June 2021
- Articles

Wren Sterling has completed its acquisitions of Sentinel Private Clients, Bookeeping Administration Services, and Rothesay Intelligent Financial Services.
Read more ...Aegon shifts £5bn into ESG investment strategies
- Tuesday, 08 June 2021
- Articles

Pension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.
Read more ...Ex 1825 Financial Planners set up wealth management business
- Tuesday, 08 June 2021
- Articles

A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.
Read more ...Take our Financial Planning Survey and you could win
- Monday, 15 June 2020
- Articles

Our 2021 State of the Profession Annual Survey is open now and gives you a great chance to share your views and potentially win an M&S gift voucher - with 10 up for grabs.
Read more ...Planner fined over decade old SIPP switch advice
- Tuesday, 08 June 2021
- Articles

Financial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Read more ...Men twice as likely to afford early retirement
- Tuesday, 08 June 2021
- Articles

Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Read more ...£75bn into adult ISAs in 2019/20
- Tuesday, 08 June 2021
- Articles

Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.
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