Three in five (61%) pension savers who withdrew tax-free cash from their pension ahead of last year’s Budget regret doing so, according to a new report.
Chris Teschmacher has been appointed director of the CIO Office at wealth manager St James’s Place, serving as a link between the wealth manager’s investment team and its adviser partners.
The Halifax brand will be dropped and rebranded under the name of parent company Lloyds, 17 years after Halifax became part of the Lloyds Banking Group.
Clifton Wealth Partnership has acquired Suffolk-based Financial Planning firm Morgan Law Financial Services, adding £138m in assets under management.
Nine in ten wealth managers (92%) and financial advisers expect retail and high net worth investors to invest more in private markets over the next five years, according to a new study.
There is a significant gap in HMRC’s collection of long-term savings data, Aberdeen Adviser has warned.
Half (50%) of workers would pay more into their workplace pension if their employer also paid a larger share, according to a new report.
Royal London has added event-based support features to its income protection cover, alongside traditional cover.
NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.
Almost two-fifths (38%) of workers fear they will never be able to afford to retire while more than four in five (83%) say rising living costs will leave them less comfortable in retirement.