Two out of five Britons over 55 will be saddled with debt going into retirement, a report has indicated.
Read more ...2 in 5 Britons aged over 55 head towards debt in retirement
- Wednesday, 07 December 2016
- Articles

Govt weighs new SSAS regulations to combat scams
- Wednesday, 07 December 2016
- Articles

The DWP is seeking suggestions on how it can stop SSASs being used in pension scams.
Read more ...Planners miss out as accountants fail to make referrals
- Wednesday, 07 December 2016
- Articles

Financial Planners may be missing out on many possible client referrals for auto enrolment due to accountants failing to recommend specialist advice.
Read more ...PFS and planner want pension email and text ban
- Wednesday, 07 December 2016
- Articles

A ban on pension cold calls should be extended to emails and text messages, says the PFS and an adviser who began the campaign.
Read more ...IFA firm bought by Financial Planning group
- Wednesday, 07 December 2016
- Articles

An IFA business based in the north west of England has been bought by a Financial Planning group in a deal worth just under £300,000.
Read more ...Percival: Advisers need to improve capacity for loss approach
- Tuesday, 06 December 2016
- Articles

Some advisory firms are failing to adequately assess clients’ capacity for loss - a key element in risk profiling, a former FCA technical specialist has told Financial Planners.
Read more ...DFM due diligence: Planners warned to avoid ‘coming a cropper’
- Tuesday, 06 December 2016
- Articles

Financial Planners were warned this morning that there is new rigour entering the compliance arena for choosing DFM partners.
Read more ...Percival: FCA will catch you out if you 'retrofit' DFM due diligence
- Tuesday, 06 December 2016
- Articles

Financial Planners should avoid ‘retrofitting’ when it comes to doing due diligence on DFMs, a former FCA technical specialist said this morning.
Read more ...FCA chief to be grilled by Lords today as part of probe
- Tuesday, 06 December 2016
- Articles

The Financial Conduct Authority’s chief executive will be grilled by Lords today as part of a probe into poor understanding of money related matters.
Read more ...22 year-old adviser becomes youngest ever PFS Fellow
- Monday, 05 December 2016
- Articles

A 22-year old wealth manager has become the youngest ever Fellow of the Personal Finance Society.
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