Annuity rates have reached 7.72% for a healthy 65-year-old, up 64% since July 2020 when rates stood at just 4.71%.
Read more ...FCA CEO says simplified advice announcement 'imminent'
- Thursday, 26 June 2025
- Articles

FCA CEO Nikhil Rathi has told a City audience today that an announcement on a new generation of targeted support and simplified advice was "imminent."
Read more ...Phil Billingham: The 10 people who shaped our world
- Thursday, 26 June 2025
- Articles

This is my final column for Financial Planning Today as I'm aiming to reduce my workload. With this in mind, Financial Planning Today editor Kevin O'Donnell asked me to do one final article so here it is.
Read more ...Consumer Duty Alliance launches data forum
- Thursday, 26 June 2025
- Articles

The Consumer Duty Alliance (CDA), a not-for-profit body supporting the Consumer Duty changes, has today launched a new data forum to assess what a data-led regulator means for advisory firms.
Read more ...1 in 4 advisers ‘negative’ about FCA targeted support plans
- Thursday, 26 June 2025
- Articles

One in four financial advisers believes that the FCA’s plans to introduce ‘targeted support’ to widen the availability of financial guidance to millions may have a negative impact, according to a major new survey.
Read more ...Call for advisers to play greater role in client wellbeing
- Thursday, 26 June 2025
- Articles

Financial advisers should play a greater role in client wellbeing and offer more emotional, mental and general health support, a national IFA firm has recommended.
Read more ...Pension sector needs to define adequacy targets
- Thursday, 26 June 2025
- Articles

The pension sector has been warned that it needs to accurately define adequacy targets to ensure people avoid under-saving for their retirement.
Read more ...Rathbones investment director elected City of London Sheriff
- Wednesday, 25 June 2025
- Articles

Robert Hughes-Penney, investment director at Rathbones and CISI Chartered Fellow, has been elected as Sheriff of the City of London.
Read more ...Lifestyle Trust numbers rise 200% following IHT shake-up
- Wednesday, 25 June 2025
- Articles

Wealth manager Quilter has reported a 200% year on year increase in the number of Lifestyle Trusts opened in 2024.
Read more ...Employee benefits drives growth for Pareto FP
- Wednesday, 25 June 2025
- Articles

Manchester-based Pareto Financial Planning has seen a 30% increase in new business for the year ending 31 March.
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