These are grim times for platforms, hit by runaway ’trains’ coming from all sides.
Read more ...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles

The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more ...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles

Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more ...Tenet to transfer 360-adviser wealth arm to Openwork
- Monday, 21 August 2023
- Articles

IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.
Read more ...Evelyn expands in Bristol with solar-powered new offices
- Monday, 21 August 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.
Read more ...Canada Life reports doubled annuity sales
- Monday, 21 August 2023
- Articles

Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.
Read more ...£41m bid for STM extended for second time
- Tuesday, 11 July 2023
- Articles

Negotiations over a £41m offer for SIPP and pensions provider STM Group have been extended for a second time.
Read more ...NS&I Green Savings Bond new issue to pay 5.7%
- Tuesday, 22 August 2023
- Articles

NS&I has today launched a new fifth issue of its Green Savings Bond at a fixed rate of 5.7% gross over a three year term.
Read more ...CII adds 2 new business leader courses
- Tuesday, 22 August 2023
- Articles

The Chartered Insurance Institute (CII) - parent organisation of the Personal Finance Society - has launched two new courses focused on strengthening business leadership.
Read more ...38% of under-35s expect to retire by 60
- Tuesday, 22 August 2023
- Articles

A new survey has revealed that many under-35s have an unrealistic expectation of when they will be able to afford to retire, with many expecting to quit work by 60.
Read more ...