The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement assets, according to new research.
Read more ...Younger investors bet on property and pensions for retirement
- Tuesday, 19 August 2025
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FNZ launches generative AI tool
- Tuesday, 19 August 2025
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Global platform engine FNZ has launched a generative AI tool that it has embedded into its wealth management platform.
Read more ...Active Chartered FP adds two Planners on 25th anniversary
- Tuesday, 19 August 2025
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Stockton-on-Tees based Active Chartered Financial Planners has recruited two new senior staff as it celebrates its 25th anniversary.
Read more ...Thousands sign pension-switch petition
- Monday, 18 August 2025
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A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
Read more ...Parmenion adds withdrawal dashboard
- Monday, 18 August 2025
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Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.
Read more ...SimplyBiz launches ongoing review service option
- Monday, 18 August 2025
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Adviser support services firm SimplyBiz has launched an ongoing review service option to broaden its business consultancy service.
Read more ...Editor’s Comment: Investment barriers must be dismantled
- Monday, 18 August 2025
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Sasha Wiggins, the CEO of Barclays private banking and wealth management arm, has a job on her hands.
Read more ...‘Huge opportunity’ for trusted financial advice says Brooks CEO
- Monday, 18 August 2025
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There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.
Read more ...Average annuity value soars 160% in 5 years
- Monday, 18 August 2025
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The average value of an annuity has soared 160% since 2021, according to newly-published client data from investment provider Hargreaves Lansdown.
Read more ...Rosemount adds 10 new advisers in 3 months
- Monday, 18 August 2025
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Financial Planning network Rosemount Financial Solutions (IFA) added 10 new advisers between April and June.
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