4 in 10 adults plan 'significant' lifetime gifts

One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.

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Jargon scares off more than half of investors

 

Industry jargon deters nearly 55% of people from investing, according to a new survey.

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'Fundamental' shift in clients' financial plans - IFA survey

 

Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.

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Planning arm grows despite revenue drop at Charles Stanley

Wealth management and Financial Planning group Charles Stanley has reported a 6.8% reduction in group revenue for the second quarter of its financial year but the Financial Planning division grew in the first half of its financial year.

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