New research has cast doubts over historic rules of thumb designed to help those in drawdown determine a ‘sustainable’ retirement income level.
Read more ...Treasury told: New body must improve referrals to advisers
- Monday, 13 February 2017
- Articles

The replacement for the Money Advice Service must have a better referral system towards professional advisers.
Read more ...10,000 strong study shows major confusion over ISAs
- Friday, 10 February 2017
- Articles

Confusion reigns about ISA rules among the over 50s, according to a study of 10,000, with many mistakenly thinking they could get a LISA when it comes available.
Read more ...Discretionary manager to cut platform fees
- Friday, 10 February 2017
- Articles

A discretionary investment manager has revealed it will cut its platform fees.
Read more ...Money Advice Service wants to link with Financial Planners
- Friday, 10 February 2017
- Articles

The Money Advice Service wants to link up with Financial Planners and develop a closer working relationship, chief executive Caroline Rookes says, as she stressed their goals are more aligned than they might think.
Read more ...Chartered planners hire ex-sports pro who ran wealth firm
- Friday, 10 February 2017
- Articles

A Chartered Financial Planning firm has snapped up a former sportsman who began his own wealth management company.
Read more ...Sick days slashed and big weight loss for advice firm's staff
- Friday, 10 February 2017
- Articles

An advice firm says a staff health programme has cut sickness absence by a third, leading to one employee shedding three stone in weight and running half-marathons.
Read more ...Treasury pension policy 'jeopardises retirement plans'
- Thursday, 09 February 2017
- Articles

A Treasury rule change on pensions jeopardises retirement saving plans for millions, Hargreaves Lansdown says.
Read more ...Post-Towry hiring spree: Tilney gets new investment chief
- Thursday, 09 February 2017
- Articles

The hiring spree has continued at Tilney after its post-Towry revamp, with a new investment chief the latest to join.
Read more ...Unhappy clients won over by planner after 'really tough' start
- Thursday, 09 February 2017
- Articles

A Chartered Financial Planner has explained how she turned around a ‘really tough’ first meeting with unhappy clients who felt they had been neglected.
Read more ...