Sales of annuities have unexpectedly picked up in recent months, according to the ABI in a report published one year after the introduction of the Pension Freedoms.
Read more ...Half of advisers want Brexit but others unsure - poll
- Tuesday, 29 March 2016
- Articles

A survey of users by adviser technology company Intelliflo has found that half would welcome the UK leaving the EU with nearly two thirds (62%) saying it would have a positive or neutral impact on the long term future of the UK.
Read more ...Ex-Baer and Coutts man joins Tilney Bestinvest
- Tuesday, 29 March 2016
- Articles

Tilney Bestinvest has appointed Alan Edwards as its new head of investment management for England.
Read more ...Expanding Financial Planning firm begins trading on AIM
- Tuesday, 29 March 2016
- Articles

Harwood Wealth, the expanding Financial Planning and discretionary wealth management group which has acquired a number of adviser firms, has begun trading on AIM today.
Read more ...Adviser numbers stabilise in 2015 after years of decline - report
- Thursday, 24 March 2016
- Articles

After several years of decline, the number of UK financial advisers stabilised in 2015 and there are signs there may have been a small increase, according to a report by trade body APFA, the Association of Professional Financial Advisers (APFA).
Read more ...Citywide achieves CISI Accredited Financial Planning FirmTM status
- Thursday, 24 March 2016
- Articles

Citywide Financial Partners based in Fetcham, Surrey, has become a CISI Accredited Financial Planning FirmTM, after passing rigorous selection criteria.
Read more ...1 in 3 grandparents sceptical children will pass on inheritance
- Thursday, 24 March 2016
- Articles

New research has found that the vast majority of grandparents want to leave their grandchildren a legacy and most want to ring-fence the money but they do no trust their children to pass on the money to their grandchildren.
Read more ...CISI confirms move to Walkie Talkie tower in City
- Wednesday, 23 March 2016
- Articles

The Chartered Institute for Securities & Investment has confirmed it will move its head office in London from Eastcheap to the iconic nearby Walkie-Talkie skyscraper.
Read more ...Beacon Wealth staff bake a treat for Sport Relief
- Wednesday, 23 March 2016
- Articles

Staff at Beacon Wealth of Cambridgeshire, along with colleagues at local law firm Jeffrey Mills Solicitors, held a Sports Relief Bake Off and managed to raise £180 for the charity.
Read more ...Morningstar reports global fund inflows slumped by a third in 2015
- Wednesday, 23 March 2016
- Articles

Morningstar's fourth annual Global Asset Flows Report - examining 2015 mutual fund and exchange-traded product asset flows - has reported a sharp fall of around 33% in net fund inflows between 2014 and 2015.
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