Aviva’s platform business was said to have maintained “healthy net fund flows” in a challenging climate.

Transfer values rose during July 2019, while the number of DB transfers also increased, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.

Chartered Financial Planner and SOLLA-accredited adviser Andy Page has joined the Later Life team at Old Mill.

A Chartered Financial Planner will be sharing her top tips at a free event for local people emphasising the importance of preparing for retirement.

Wealth planner Brown Shipley has appointed Financial Planner Robert Farnworth as client director in its Court of Protection & Personal Injury specialist team. 

Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.

The head of  global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

Aegon has issued a warning over what it called the ‘little known’ money purchase annual allowance (MPAA), which stops people who have accessed their pension flexibly from contributing more than £4,000 into their money purchase or defined contribution pension without a tax penalty.

A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.