The Women’s Wealth Alliance (WWA) has launched a landmark survey of women in person finance to build a picture of the career journeys and lived experiences of women working in the sector.
The minimum amount a couiple needs in retirement has fallen by £1,000, according to the latest update of the Pensions and Lifetime Savings Association’s (PLSA) Retirement Living Standards report.
The FCA has appointed former Work and Pensions Minister Chris Pond as chair of its Financial Services Consumer Panel.
Salford-based financial adviser and professional services firm Frenkel Topping is in talks over a £68m takeover bid for the company by private equity firm Harwood.
Changes to salary sacrifice would cause confusion, reduce benefits to employees, and disincentivise pension savings, the Society of Pension Professionals (SPP) has warned.
Wealth manager trade body PIMFA has warned that the FCA’s intention to improve consumer outcomes and promote transparency on Consumer Composite Investments (CCIs) could do the opposite.
Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, a new study reveals.
Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.
Jersey-based wealth manager and fiduciary Equiom has promoted experienced executive Vicky Stables to be managing director of its Jersey office.
One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.