Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.
Read more ...
Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.
Read more ...Fast-growing wealth manager and Financial Planner AFH Group has appointed ex-Tavistock group operations director Jon Dear as its new chief operating officer.
Read more ...The number of consumers taking action over concerns they have been hit by a pension scam - or are at risk - has rocketed following an FCA and TPR-backed campaign.
Read more ...The Government has published surprise plans today to open the door for commercial providers to offer enhanced Pensions Dashboards to pension savers.
Read more ...NS&I has reported that its ‘Agent Million’ has made their 400th visit to a Premium Bond holder to give them the news they have scooped the £1m jackpot.
Read more ...
Prime Minister Theresa May and Pensions Minister Guy Opperman have both voiced support for the Pensions Dashboard as plans are due to be announced this week to move the proposal forward.
Read more ...AFH Financial Group, the rapidly growing wealth manager founded by a Chartered Financial Planner, has bought a Hull-based financial advisory group for £10m in its largest ever acquisition, the group says.
Read more ...AJ Bell has criticised the Investment Association (IA) for including ETFs in a recent consultation into sectors.
Read more ...The latest issue of Financial Planning Today - the comprehensive magazine for the profession packed with features, insights and tips for Financial Planners, Paraplanners and Wealth Managers - is now published and is available to view free of charge.
Read more ...