A report by pensions consultancy LCP has uncovered that thousands of families of Financial Planner clients could be due a 'secret' state pension they may not be claiming.
Read more ...Families of Planner clients could get 'secret' pensions
- Wednesday, 12 May 2021
- Articles

Queen’s Speech offers no social reform clarity
- Tuesday, 11 May 2021
- Articles

The Queen’s speech at the State Opening of Parliament did not offer much hoped for clarity on the roadmap to social care reform despite a reference to bringing forward the reforms.
Read more ...1 in 3 Scots HNW clients have used a Planner
- Tuesday, 11 May 2021
- Articles

Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.
Read more ...Investors confused by responsible investing terminology
- Tuesday, 11 May 2021
- Articles

While nearly two thirds of UK investors prioritise responsible investing, the related terminology is causing confusion, according to a new report.
Read more ...Tilney Smith & Williamson sees 6.7% rise in net flows
- Tuesday, 11 May 2021
- Articles

Wealth manager Tilney Smith & Williamson reported a 6.7% increase in net inflows to £704.1m for 2020, in its first full year financial results since the merger.
Read more ...Exclusive: Number of SIPP providers falls to decade low
- Tuesday, 11 May 2021
- Articles

The number of providers in the SIPP sector has fallen to its lowest level in nearly a decade due to a wave of mergers and takeovers, according to new data.
Read more ...Carey Pensions parent firm profit drops 48% in 2020
- Tuesday, 11 May 2021
- Articles

STM Group, the international financial services provider which owns Carey Pensions, has reported a 48% drop in profit before taxation for the year ended 31 December.
Read more ...Earlybird ISAs investors likely to be middle aged
- Monday, 10 May 2021
- Articles

Clients aged 30-54 are the most likely to have been the first to invest in equity ISAs in the new tax year, according to Hargreaves Lansdown data.
Read more ...Options owner sells Jersey trust arm for £1.4m
- Monday, 10 May 2021
- Articles

STM Group, owner of the Options pensions business (formerly known as Carey), has sold its Jersey Corporate & Trustee Services (CTS) businesses for £1.4m.
Read more ...78% have no estate planning in place
- Monday, 10 May 2021
- Articles

A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.
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