Young adults are much more open about discussing financial matters with their family members than pre-retirees, according to a new study.
Read more ...Nearly 1 in 2 advisers worry about a platform failing
- Monday, 09 December 2024
- Articles

Nearly half (47%) of advisers think it is likely a platform could fail financially in the next three years, according to the latest Scottish Widows Investor Confidence Barometer.
Read more ...DWP accused of inaction over pension transfers
- Monday, 09 December 2024
- Articles

Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new Freedom of Information data has revealed.
Read more ...Advisers frustrated at lack of Consumer Duty progress
- Monday, 09 December 2024
- Articles

More than a third of advice firms believe there has been no progress towards the Consumer Duty’s products and services outcome.
Read more ...Royal London launches second death life cover
- Monday, 09 December 2024
- Articles

Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.
Read more ...Tavistock posts loss after turbulent six months
- Monday, 09 December 2024
- Articles

Wealth manager Tavistock today reported an operational loss after a turbulent last six months, during which time the firm quarrelled with former investment partner Titan Wealth and sold its advice business.
Read more ...Over-50s less prepared for retirement shocks
- Monday, 09 December 2024
- Articles

Older people are less prepared for retirement shocks such as ill-health, relationship woes or urgent financial support needs from their wider family, according to new research.
Read more ...Investors shifting from cash to equities
- Friday, 06 December 2024
- Articles

Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.
Read more ...4 in 5 financial advisers unhappy with Budget
- Friday, 06 December 2024
- Articles

Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.
Read more ...Quilter network adds 5 new AR firms
- Thursday, 05 December 2024
- Articles

Quilter Financial Planning has added five new Appointed Representative firms to its advice network.
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