Working women significantly underestimate their reliance on the state pension before retirement, according to a new study.
Read more ...‘Comfort’ investing delays retirement by 2.5 years
- Tuesday, 03 December 2024
- Articles

The average investor could retire two and a half years sooner by avoiding holding too much in cash and not making investment decisions based on “emotional comfort”, according to new analysis.
Read more ...Santander targets pre-retirees with new SIPP
- Tuesday, 03 December 2024
- Articles

Spanish-owned bank Santander has launched an online self-invested personal pension (SIPP), as it targets the pre-retirement market.
Read more ...CFA UK joins the Chartered Body Alliance
- Tuesday, 03 December 2024
- Articles

The CFA (Chartered Financial Analyst) Society of the UK has become the fourth organisation to join The Chartered Body Alliance, the partnership of professional bodies.
Read more ...FCA plans to switch AR fee from fixed to variable
- Tuesday, 03 December 2024
- Articles

The FCA is proposing switching its fee for principal firms of appointed representatives (ARs) and introducer ARs (IARs) to a variable fee from a fixed one.
Read more ...Ex-Ruffer investment director launches boutique firm
- Tuesday, 03 December 2024
- Articles

Harry Sevier, former investment director at fund manager Ruffer, has teamed up with P1 Investment Services to launch a boutique investment management firm based in London.
Read more ...Wealthtek clients' compensation to be higher
- Tuesday, 03 December 2024
- Articles

Clients of failed Newcastle-based wealth manager WealthTek LLP will make a smaller contribution to the costs of the administration than previously estimated, after a fresh judgment in the case last week.
Read more ...Mortgage lending past pension age 'now entrenched'
- Monday, 02 December 2024
- Articles

New data on mortgage lending from the Bank of England has revealed that lending into retirement has remained at a high level despite falling mortgage rates.
Read more ...Söderberg takes stake in 3 UK advisers
- Monday, 02 December 2024
- Articles

Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three IFA firms as it continues its strategy of taking stakes in UK advisers.
Read more ...Brooks Macdonald completes acquisition of Norwich Planner
- Monday, 02 December 2024
- Articles

Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
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