Staff and advisers at the Openwork network have raised £562,000 in the past year to help disadvantaged children and young adults, pushing the total raised since 2005 by people working for Openwork to £7.4m.
Read more ...Smith & Williamson boosts Guildford investment team
- Wednesday, 06 March 2019
- Articles

Tax adviser and wealth manager Smith & Williamson has recruited experienced investment professional Jules Porter from Investec for its Guildford office.
Read more ...Legal & General reports record £10bn in annuity sales
- Wednesday, 06 March 2019
- Articles

Legal & General today reported a record rise in annuity sales in 2018 to over £10bn - suggesting that the predicted death of annuities following the Pension Freedoms may have been overdone.
Read more ...Pension Freedoms servicing 'below expectations' - survey
- Wednesday, 06 March 2019
- Articles

A new survey of financial advisers has found that the servicing of Pension Freedoms business is “well below expectations.”
Read more ...Helping a couple left in limbo with decumulation woes
- Wednesday, 06 March 2019
- Articles

A retired couple - and their decumulation strategy - were left in limbo when their adviser moved to the other side of the country but were rescued by a Chartered Financial Planner.
Read more ...Fundsmith tops platform’s adviser-recommended funds
- Wednesday, 06 March 2019
- Articles

Terry Smith’s popular Fundsmith Equity fund was the most recommended investment by financial advisers in January and February, according to figures from AJ Bell’s platform.
Read more ...360% rise in scam phone calls in 6 months says HMRC
- Tuesday, 05 March 2019
- Articles

Financial scammers are returning to using phone calls to target landline users despite the fact pensions cold calling has recently been banned, HMRC has warned.
Read more ...Under-45 investors want their investments to benefit society
- Tuesday, 05 March 2019
- Articles

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.
Read more ...Brown Shipley appoints first North West regional head
- Tuesday, 05 March 2019
- Articles

Wealth planner and investment firm Brown Shipley has recruited Nick Cringle from Arbuthnot Latham for the newly-created role of regional head, North West.
Read more ...Warning that 3 in 5 pension wills ‘out of date’
- Tuesday, 05 March 2019
- Articles

Three in five 16-54 year olds (61%) have admitted that their nominated beneficiary or expression of wish form connected to their pension is out of date or they do not know the true position, according to new research.
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