The DWP is set to "nudge" more DC pension savers to get guidance from Pension Wise - the government consumer help service - when they near taking pension benefits.
Read more ...Bendall launches new outsourced Paraplanning firm
- Wednesday, 28 October 2020
- Articles

Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Read more ...Q&A with Walker Crips' managing director Dominic Martin
- Wednesday, 28 October 2020
- Articles

Dominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Read more ...Younger clients 'overlooked and underserved' by traditional planners
- Wednesday, 28 October 2020
- Articles

Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.
Read more ...600 pass Financial Planner exams during pandemic
- Tuesday, 27 October 2020
- Articles

More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
Read more ...SJP funds under management reach £118bn but inflows fall
- Tuesday, 27 October 2020
- Articles

Wealth management giant St James’s Place (SJP) has reported gross inflows of £3.05bn for Q3 2020, a drop of 18% from Q3 2019, with funds under management up 1.5% to a record high of £118.7bn.
Read more ...Fairstone adds £150m FUM with Essex IFA deal
- Tuesday, 27 October 2020
- Articles

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has acquired Essex-based Andrew Cohen Associates after integrating the business under its Downstream Buy Out model.
Read more ...PIMFA urges tighter rules on unregulated financial promotions
- Tuesday, 27 October 2020
- Articles

Wealth management and financial advice trade body PIMFA has called on the Government to tighten the rules on the promotion of unregulated financial promotions.
Read more ...deVere bites back at Farage IFA attacks
- Tuesday, 27 October 2020
- Articles

International wealth manager deVere has said Nigel Farage’s advocating a DIY approach to investing could be monumentally risky for inexperienced investors reading his newsletter.
Read more ...Only 4% would opt-out of ‘auto-enrolled’ pension guidance
- Monday, 26 October 2020
- Articles

Only 4% of pension savers would opt out of free pension guidance if they were ‘auto-enrolled.’
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