A new investment service has been created for high-net-worth investors looking to mitigate inheritance tax.
Read more ...'Like the car, we'll wonder how we coped without robo advice'
- Wednesday, 22 June 2016
- Articles

People will wonder in future how we could ever have managed without robo advice – in the same way we think about the motor car.
Read more ...40% of 25-34 year-olds know nothing about pension reforms 2 years on
- Wednesday, 22 June 2016
- Articles

New, innovative ways of explaining the pension freedoms must be found, an Aegon director says, after research showed widespread ignorance more than two years after they were first announced.
Read more ...Wealth firm's EU poll finds 54% intend to vote to remain
- Wednesday, 22 June 2016
- Articles

An EU referendum opinion poll carried out by a wealth firm found 54 per cent wanted to remain and 46 per cent favoured leaving.
Read more ...Financial scams: watchdog urges action to help dementia patients
- Thursday, 23 June 2016
- Articles

A watchdog has urged financial institutes and charities to do more to protect the potential victims of scams such as dementia sufferers and other vulnerable people.
Read more ...54% rise in number of men aged 85 and over
- Thursday, 23 June 2016
- Articles

The number of men in the UK aged 85 and over has increased by 54% since mid-2005, it was revealed this morning.
Read more ...Pension investments reach 'new heights' at £8billion mark
- Thursday, 23 June 2016
- Articles

Pension investments reached "new heights" in the first quarter of the year with over £8 billion inflows (including transfers), a 4.4% rise (£0.3 billion) from the previous quarter, according to data from Equifax Touchstone.
Read more ...Two Sipp firms: We've met new capital adequacy requirements
- Thursday, 23 June 2016
- Articles

Two Sipp firms have announced they have met the FCA’s new capital adequacy requirements.
Read more ...Wealth firm teams up with CISI to create internship
- Thursday, 23 June 2016
- Articles

A wealth firm has teamed up with the CISI to create an internship for an investment analysis student, in order to kick-start his career in the industry.
Read more ...FCA: Firms must continue to abide by EU law after Brexit
- Friday, 24 June 2016
- Articles

The FCA has told firms this morning they “must continue to abide by their obligations… including those derived from EU law” after the country voted to leave.
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