Financial Planning ‘reality gap’ for HNW savers

The vast majority of HNW individuals (78%) believe that setting Financial Planning targets is important but only 1 in 4 have spoken to financial adviser this year, preferring to adopt a 'hit and hope' approach, according to a new survey.

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Sanlam buys Thesis Asset Management

Sanlam UK, part of the international financial services group Sanlam Limited, has completed the acquisition of the Thesis Asset Management. 

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Under-45 investors want their investments to benefit society

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.

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PFS announces Sanlam CEO as new President

The Personal Finance Society (PFS) has elected John White as its president for 2018/2019 at the professional body’s AGM.

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