Nearly half (48%) of those planning to leave an inheritance to the younger generation are concerned about how they will use the money, according to a report by Sanlam UK.


Financial Planner and wealth manager Quilter has suffered a fall in net inflows which it blamed on “volatile investment markets and geopolitical uncertainty.”

Ethical Chartered Financial Planner and wealth manager EQ Investments has strengthened its employee benefits proposition with a new hire.

A new survey from Hargreaves Lansdown has revealed that investor confidence is at its lowest for 23 years.  

An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

New research by Financial Planner and wealth manager Tilney has shown the depth of public disdain for death duties.

The latest statistics have revealed that breast cancer continued to be Aegon’s single biggest cause of critical illness claims.

The Financial Services Compensation Scheme (FSCS) is currently paying out £531,000 to those affected by the continuing fallout of the British Steel debacle.

Research commissioned by Quilter Cheviot Investment Management has revealed the level of uncertainty among UK adults when it comes to saving for professional care for their parents or family members in later life.

A Chartered Financial Planner celebrated its 15th anniversary with a fundraising birthday party which raised thousands for two local children hospices.