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  • Wesleyan adds former FNZ CEO to board

    Financial services mutual Wesleyan Financial Services has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.

  • Advisers braced for greater market volatility in 2025

    Financial advisers believe investment markets will be more volatile this year, driven by uncertainty over inflation and Bank of England interest rate decisions.

  • FCA retirement review nudges advisers to change processes

    Two-thirds of advisers (66%) say they have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.

  • Wesleyan website

    Doctors, lawyers and dentists fear insufficient retirement income

  • Hampshire Trust Bank

    Wesleyan sells bank arm to Hampshire Trust Bank

  • Evelyn Partners is the new name for Tilney Smith & Williamson

    Evelyn Partners adds Bracknell Planner from Wesleyan

  • Doctors are leaving the NHS pension scheme

    Doctors quit NHS pension scheme in droves

  • The Office for National Statistics (ONS) which publishes the CPI data, said the drop was largely due to a drop in the price of fuel and other transport costs.

    Planners say inflation pain is far from over

  • Many teachers have quite their pension scheme due to worries about rising living costs

    77% rise in teachers quitting pension scheme

  • Sesame Bankhall's new CEO Richard Harrison

    Sesame Bankhall hires Wesleyan exec as CEO

  • Arguments between married couples during Financial Planning meetings were mainly caused by disagreements over lifestyle goals

    75% of firm's advisers 'refereeing' retirement arguments

  • Couple with adviser

    Families failing to discuss inheritance plans

  • The change in the rules was designed in an effort to boost NHS staff retention

    3,266 NHS staff apply for partial retirement

  • Karen Blatchford

    Wesleyan hires executive from Quilter

  • Rachel Vahey, head of public policy at AJ Bell, said the review serves as a reminder how important record keeping is for Financial Planners

    Experts says FCA review highlights key role of Planners

  • Of the 2,000 savers surveyed by OnePoll on behalf of Wesleyan, 42% already had money in an ISA.

    4 in 5 savers unaware of upcoming ISA rule changes

  • HMRC HQ

    IHT receipts leap £400m to £7.5bn

  • The Wesleyan Group website

    First with profits fund added to Abrdn Wrap

  • Over a quarter of the 2000 over 55s surveyed were planning on ‘unretiring’

    2 in 3 'unretirees' failing to consider tax trap

  • Wensleyan website

    13,112 teachers quit pension scheme in 12 months

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