Mental illness was the most common income protection claim for Zurich in 2020, the provider has revealed.
Read more ...Altmann calls for compulsory Pension Wise guidance
- Wednesday, 05 May 2021
- Articles

Former Pensions Minister Baroness Altmann has backed the FCA's ‘stronger nudge’ plan for pensions savers to get Pension Wise guidance and has called for the guidance to be compulsory.
Read more ...15% of couples keep financial secrets
- Wednesday, 05 May 2021
- Articles

Nearly one in six couples keep financial secrets from their partners, according to new research.
Read more ...FE Investments removes VAT from MPS
- Wednesday, 05 May 2021
- Articles

FE Investments, which provides discretionary Managed Portfolio Services (MPS), has joining a growing band of fund managers in axing VAT from its fund sales.
Read more ...AHR unveils ambitious HNW client venture
- Wednesday, 05 May 2021
- Articles

Financial Planner and wealth manager AHR Private Wealth has launched new private client business based in Surrey which will be led by Steve Ayers, the former head of Lloyds Private Banking in Mayfair, as managing director.
Read more ...Most Nucleus shareholders accept James Hay bid
- Wednesday, 05 May 2021
- Articles

Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.
Read more ...1 in 8 over-50s change retirement plans
- Wednesday, 05 May 2021
- Articles

One in eight workers over 50 have changed their retirement plans as a result of the Coronavirus pandemic, according to the latest figures from the Office for National Statistics (ONS).
Read more ...IWP acquires North East Chartered Financial Planning firm
- Tuesday, 04 May 2021
- Articles

Independent Wealth Planners (IWP) has acquired Chartered Financial Planning firm Professional Wealth Management (PWM) to create a new Newcastle hub.
Read more ...HMRC returned £115.6m overpaid pension tax in 2020/21
- Tuesday, 04 May 2021
- Articles

HMRC returned £115.6m in overpaid emergency pension tax in the 2020/21 tax year.
Read more ...FCA proposes mandatory Pension Wise appointments
- Tuesday, 04 May 2021
- Articles

The Financial Conduct Authority (FCA) has proposed new rules to require defined contribution pension providers to offer to book Pension Wise appointments for members before they access their pension savings.
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