Transfer values rose during July 2019, while the number of DB transfers also increased, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.
Aviva’s platform business was said to have maintained “healthy net fund flows” in a challenging climate.
A pensioner aged 76 - who mistakenly thought he was not entitled to the state pension - has received a backdated pension windfall of £132,800 after intervention from an equity release adviser.
Wealth management firm The RU Group is celebrating the achievements of its former apprentice turned Chartered Financial Planner, Ben Slater, after he achieved Chartered status with the CII at the age of 23.
The PFS has called for a “wider united campaign to protect the public from the scourge of scammers.”
The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.
Benchmark Capital, the owner of several financial and Financial Planning firms, has appointed a new chief investment officer.
The FCA and The Pensions Regulator (TPR) are joining forces again this summer to warn the public about fraudsters targeting people’s retirement savings - as they revealed up to five million were at risk from scammers.
The Department of Health and Social Care (DHSC) is to open a consultation on major changes to pension rules which have been criticised for forcing high-earning doctors to turn down extra shifts due to tax penalties.
Wealth manager and Financial Planner Brown Shipley has made two new senior hires.