Over one in five (21%) of mass affluent Britons lack confidence that their inheritance planning is in order, according to a new survey.
Read more ...Job hoppers save £15,000 more into pensions
- Tuesday, 19 November 2024
- Articles

People who have switched jobs multiple times have £15,000 more in pension savings than the average person, mainly because they end up earning more than the average.
Read more ...Aviva launches new Shariah investment strategy
- Tuesday, 19 November 2024
- Articles

Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.
Read more ...50,000 powers of attorney rejected last year
- Friday, 22 November 2024
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More than 50,000 power of attorney applications were rejected last year because of mistakes.
Read more ...'Overwhelmed' savers desperate for pensions dashboards
- Tuesday, 19 November 2024
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More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.
Read more ...EV adds IHT functionality to Financial Planning tool
- Tuesday, 19 November 2024
- Articles

Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.
Read more ...People not confident about retirement finances
- Thursday, 21 November 2024
- Articles

The majority (60%) of UK adults are not confident they’ll have enough money to live comfortably in retirement, according to a new study.
Read more ...19% are clueless about pension contributions
- Tuesday, 19 November 2024
- Articles

One in five (19%) people don’t know much they and their employer is contributing to their pension.
Read more ...CISI Financial Planning Week is chance to 'give back'
- Wednesday, 20 November 2024
- Articles

Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.
Read more ...Succession Wealth snaps up £1.1bn AUA True Wealth
- Monday, 18 November 2024
- Articles

Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
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