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Company approved as Accredited Financial Planning Firm
- Tuesday, 03 June 2014
- Articles
Gibson Financial Planning has become the latest IFP Accredited Financial Planning FirmTM.
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Warning sent out over the 'Budget tax trap'
- Tuesday, 03 June 2014
- Articles
People who have been used to paying basic rate tax their whole life could find themselves paying 40% on part of their pension fund if they withdraw large sums in one year, a firm has warned.
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Transparency lacking in portfolio management services
- Tuesday, 03 June 2014
- Articles
Portfolio management services must be more accessible to customers and there needs to be greater transparency around costs, two financial services firms have said.
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Advisers remain sceptical about self-directed services
- Monday, 02 June 2014
- Articles
Many advisers remain sceptical about offering a self-directed service to their clients alongside their current proposition, a survey suggests, after finding less than 10% are looking to add one.
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Queen's Speech to contain collective pensions scheme move
- Monday, 02 June 2014
- Articles
A new collective defined contributions pension scheme, modelled on a system used in Holland, looks set to be announced by the Government this week.
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Woodford fund launches as reports of Invesco deal emerge
- Monday, 02 June 2014
- Articles
A new fund set up by seasoned fund manager Neil Woodford launched today as reports emerge that he is set to strike a deal with his former employers Invesco Perpetual.
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Two Financial Planning firms acquired in £3m deals
- Friday, 30 May 2014
- Articles
Succession Group has announced two deals worth £3m in total to buy Cornerstone Lifestyle Financial Planning and Hopkinson Associates.
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Retired households paying taxman £45billion
- Friday, 30 May 2014
- Articles
Retired households across the country paid the equivalanet of £45.6 billion in taxes over a year, new research has found, with the average retiree family paying out 30 per cent of its annual income to the taxman.
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Pensions and investment firms in default lead to £2.5m claims
- Friday, 30 May 2014
- Articles
Twelve life and pensions and investment companies placed in default by the FSCS are set to bring claims totalling approximately £2.5m.
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IFP annual conference discount expires today
- Friday, 30 May 2014
- Articles
Delegates planning to go to the Institute of Financial Planning Annual Conference have been reminded that today is the last chance to gain a 10% discount.
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