Financial Planners have been warned that a Facebook business page is now essential if they don’t want to be losing out on potential clients.
Many finance firms may be unaware of the huge challenge ahead to comply with new recordkeeping requirements, an archiving firm says.
The Venture Capital Trust sector raised £457.5m in the 2015/2016 tax year – the third highest on record – according to the Association of Investment Companies.
A wealth management company has opened a new office in Salisbury, creating 15 jobs, with further recruitment of qualified planners also on the cards.
Tax on all savings interest should be scrapped, abolishing the need for ISAs, a building society says.
Around 6.2million people across the UK are contributing more to their pension than they were in April 2015, Aegon UK has estimated.
The FCA has outlined some fund-related failings among asset managers - including unclear product descriptions.
A spike in the number of deaths in England and Wales in 2015 - the highest in a decade - was driven by increased mortality in over 75s.
A “fundamental lack of understanding” about inheritance tax has been highlighted by researchers – including the rules surrounding ISAs.
A Financial Planner’s robo-advice firm has announced it will begin work on creating a digital pensions dashboard.