Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
Read more ...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles

Only 4 in 10 plan to invest excess pandemic cash
- Tuesday, 14 September 2021
- Articles

Only 4 in 10 people have decided so far to invest spare cash saved during the Coronavirus pandemic, according to new research.
Read more ...Tilney Smith & Williamson expands biz development team
- Tuesday, 14 September 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson is expanding its adviser business development team with two senior hires, increasing the department to five over the past six months.
Read more ...Profit and revenues fall at Carey Pensions parent
- Tuesday, 14 September 2021
- Articles

STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.
Read more ...CISI awards 6 Honorary Fellowships for 2021
- Tuesday, 14 September 2021
- Articles

The Chartered Institute for Securities & Investment has awarded six Honorary Fellowships for 2021, one of its highest honours for members.
Read more ...4 in 10 new planners from graduate background
- Monday, 13 September 2021
- Articles

Four out of 10 Financial Planners enter the profession after graduate-level education, according to research by the Personal Finance Society and the Chartered Insurance Institute.
Read more ...Young adults want to retire at 59 on £26k a year
- Monday, 13 September 2021
- Articles

A typical young adult aged 20-40 wants to retire at 59 with an annual retirement income of £26,000, according to new research.
Read more ...Consolidator buys Sanlam Life & Pensions for £39m
- Monday, 13 September 2021
- Articles

Life and pensions consolidator Chesnara is to acquire Sanlam UK's Life & Pensions arm (SLP) for £39m.
Read more ...M&G Wealth creates new MD role to boost expansion
- Monday, 13 September 2021
- Articles

Fund and wealth manager M&G has promoted Clare Bousfield to be its first managing director, retail & savings, to lead the expansion of its new M&G Wealth arm.
Read more ...Curtis Banks supports Pension Awareness Live
- Friday, 10 September 2021
- Articles

SIPP provider Curtis Banks is backing this year's Pension Awareness Live 2021 campaign.
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