Two in three adults aged 40 and over are in the dark about what the Triple Lock provides, according to a new survey.
Read more ...Troubled WH Ireland to sell division for £5m
- Friday, 07 June 2024
- Articles

Troubled wealth manager and financial services firm WH Ireland has agreed to sell its capital markets division for up to £5m to help stabilise its finances.
Read more ...Tavistock executive chairman becomes non-exec
- Friday, 07 June 2024
- Articles

Oliver Cooke has moved from his role as executive chairman of Financial Planning group Tavistock to become non-executive chairman.
Read more ...Nearly 60% of charities hold no long term investments
- Friday, 07 June 2024
- Articles

A new study of Charity Commission data has revealed that 58% of charities hold no long term investments and are potentially missing out on £1.5bn in returns a year.
Read more ...Just 4% would consider career as a financial adviser
- Friday, 07 June 2024
- Articles

Just 4% of people would consider a career as a financial adviser with a slightly higher percentage - 9% - saying they would consider a career as a Senior Paraplanner.
Read more ...Labour may abandon reintroduction of LTA - reports
- Monday, 10 June 2024
- Articles

The Labour Party may abandon its pledge to reinstate the pensions lifetime allowance (LTA), according to a report in the FT today.
Read more ...Pareto reports 14% increase in turnover
- Monday, 10 June 2024
- Articles

Manchester-based Pareto Financial Planning has reported strong growth across the business with a 14% increase in turnover in 2023-24 and more than £1bn in assets under management.
Read more ...Drawdown clients at risk, warns EV
- Monday, 10 June 2024
- Articles

Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Read more ...iPensions acquires Morningstar SIPP and SSAS business
- Monday, 10 June 2024
- Articles

Manchester SIPP provider iPensions Group has acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd.
Read more ...Evelyn appoints experienced Planner to Exeter office
- Monday, 10 June 2024
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office.
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