Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.
Read more ...IHT tax reclaims double in 2 years
- Thursday, 11 June 2020
- Articles

The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.
Read more ...Ex-pro footballers join new Tilney sports arm
- Wednesday, 10 June 2020
- Articles

Two ex-professional footballers have joined Tilney to help kick off its new team advising professional sports people.
Read more ...Defaqto adds video calling to FP software
- Wednesday, 10 June 2020
- Articles

Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
Read more ...Financial Planner holds staff 'away day' in a garden
- Wednesday, 10 June 2020
- Articles

A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.
Read more ...CISI Ireland appoints new President
- Wednesday, 10 June 2020
- Articles

The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.
Read more ...Planners call for ‘value of advice’ campaign
- Tuesday, 09 June 2020
- Articles

More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.
Read more ...Lang cat adds AKG ratings
- Tuesday, 09 June 2020
- Articles

The lang cat financial data provider has added actuarial consultancy AKG's financial strength ratings to its interactive online platform analysing tool.
Read more ...DB pension transfer values bounce back
- Tuesday, 09 June 2020
- Articles

Defined benefit (DB) transfer values increased by nearly 4% during May and the number of members taking a transfer value rose slightly from the record low observed in April.
Read more ...PFS helps school pupils to 'pick' advisers' brains
- Tuesday, 09 June 2020
- Articles

The Personal Finance Society is to work with schools to give pupils the opportunity to pick the brains of financial advisers online.
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