When advising on income drawdown, there has been a shift away from a fixed rate method with more advisers now preferring modelling tools.
Read more ...Shift away from fixed rate method for drawdown calculations
- Thursday, 10 June 2021
- Articles

Investec combines Planning services to launch advice arm
- Thursday, 10 June 2021
- Articles

Investec Wealth & Investment has combined its Financial Planning services and launched a wealth planning service.
Read more ...CMC Markets to launch retail investment platform
- Thursday, 10 June 2021
- Articles

Spread betting platform CMC Markets is to launch a retail investment platform as it looks to compete with the likes of Hargreaves Lansdown, Funds Network and AJ Bell.
Read more ...Hybrid models the future of Financial Planning – report
- Thursday, 10 June 2021
- Articles

Hybrid robo advice and traditional advice models are the future of Financial Planning according to a new report.
Read more ...11% increase in new clients for Continuum
- Thursday, 10 June 2021
- Articles

National IFA and Financial Planning firm Continuum has reported an 11% increase in client numbers to around 12,000 since the start of 2020.
Read more ...Aegon unveils financial wellbeing tool for the nation
- Wednesday, 09 June 2021
- Articles

Pensions and investment company Aegon has launched a Financial Wellbeing tool aimed at helping 45m UK adults assess their personal financial wellbeing and how to make improvements.
Read more ...LGIM unveils 6bps Model Portfolio Service
- Wednesday, 09 June 2021
- Articles

Legal & General Investment Management has joined the growing ranks of investment providers offering a Model Portfolio Service in response, it says, to rising demand from advisers.
Read more ...CISI Fellow to take MD role at CBAM Mayfair office
- Wednesday, 09 June 2021
- Articles

Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.
Read more ...£75bn into adult ISAs in 2019/20
- Tuesday, 08 June 2021
- Articles

Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.
Read more ...Men twice as likely to afford early retirement
- Tuesday, 08 June 2021
- Articles

Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Read more ...