Articles
Wealth manager St James’s Place will offer access to its financial adviser virtual reality empathy training to non-SJP trainees through two VR in-person sessions through the Chartered Insurance Institute (CII) in May and June.
A third of UK workers said that their family’s financial security would be largely impacted if they were injured or experienced a major health problem, according to a new study from LV=.
Nest, the auto-enrolment pension provider, has appointed former Skipton Building Society boss Ian Cornelius as interim chief executive following the departure of Helen Dean.
Advisers are selecting fewer different types of investment bonds year-on-year but investment bonds remain an important tax wrapper for client money, according to new research.
I have to confess I was quite pleased this week when Aegon pension sage Steven Cameron raised an issue that many have neglected: the fairness of the State Pension.
More...
Below I share four reasons why I believe Financial Planners should be focusing more on client philanthropy and the benefits it can bring, writes Progeny Financial Planner Richard Gilham.
Half of adults expect to work to at least the State Pension age, currently 66, but half of under 50s believe there probably will no longer be a State Pension by the time they retire, according to a think tank’s research.
The top 20% best paid pensioners saw their incomes rise by 9% annually - equivalent to £2,496 every year - over the decade up to 2022/23, according to new analysis.
The FCA has revoked permission to carry out regulated business of City of London-based Portia Investment Advisors Ltd (FRN582587) after it failed to confirm required details of authorised directors.