Zurich warns planners may face drawdown ‘capacity crunch’

 

Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.

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New hires at firm that ‘emphasises Financial Planning’

Multi-family office Artorius Wealth Management has made a series of new appointments to help deliver its growth plans.

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Financial advisers miss out on £1.2 trillion wealth transfer market 

Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.

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1 in 8 without financial provision may have to sell home

Lack of financial provision could see one in eight potentially having to sell their home if they lost their income, a new survey has revealed.

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