A fintech firm has launched what it claims is the UK’s first “free and independent Financial Planning app for freelancers and self-employed people.”
Read more ...Fintech firm launches Financial Planning app for self-employed
- Friday, 05 October 2018
- Articles

Quilter says civil partnership extension ‘a no-brainer’
- Thursday, 04 October 2018
- Articles

Financial Planner and wealth manager Quilter has said the decision by the Conservative Government to extend civil partnerships to heterosexual couples was “a no-brainer.”
Read more ...Financial Planning Week aims to ‘make dreams happen’
- Thursday, 04 October 2018
- Articles

As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”
Read more ...Ethical investments boost good causes and returns, report shows
- Thursday, 04 October 2018
- Articles

Wealth management firm EQ Investors has released a new impact investment report which revealed Positive Impact Portfolios delivered “long-lasting social and environmental benefits, alongside an attractive financial return.”
Read more ...PIMFA says PRIIPs regulation ‘in urgent need of review’
- Thursday, 04 October 2018
- Articles

PIMFA, which represents around 1,000 UK wealth managers and and financial advisers, has welcomed the FCA’s decision to further investigate industry concerns about the operation of the PRIIPs regime since its implementation in January.
Read more ...Pension transfer advisers will need specialist qualification from 2020
- Thursday, 04 October 2018
- Articles

The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.
Read more ...Quilter reveals raft of senior executive changes
- Wednesday, 03 October 2018
- Articles

Financial Planning and wealth management firm Quilter has announced a number of changes to its executive committee.
Read more ...Advisers warned to consider clients’ ethics or risk losing them
- Wednesday, 03 October 2018
- Articles

Advisers risk losing clients if they fail to acknowledge and factor in their environmental, social and governance (ESG) preferences, according to an asset management firm.
Read more ...Esther McVey’s backing for pensions dashboard welcomed
- Wednesday, 03 October 2018
- Articles

Work and Pensions Secretary Esther McVey’s recent backing for the pensions dashboard, in her speech at the Conservative Party Conference this week, brought relief to the profession.
Read more ...Financial services sentiment slumps as Brexit nears
- Wednesday, 03 October 2018
- Articles

Brexit uncertainty is “biting hard” on banks and investment managers with optimism in the financial services sector falling sharply in the quarter to September.
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