Hargreaves Lansdown is offering £25 cashback to clients who open a cash ISA in the next few weeks, depending on the amount transferred to its cash ISA platform.
Read more ...Higher state pension to push many into tax net
- Tuesday, 02 April 2024
- Articles
Around 12m State Pensioners will be more than £800 a year better off from 6 April but the extra cash could push many into a tax-paying bracket for the first time, experts have warned.
Read more ...HNW clients failing to use extra pension allowances
- Tuesday, 02 April 2024
- Articles
A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.
Read more ...£2.6bn stolen through investment fraud since 2020
- Tuesday, 02 April 2024
- Articles
More than £2.6bn has been stolen through investment fraud in the UK since the start of 2020, according to new research by the Pensions Management Institute (PMI).
Read more ...Chartered Planner is keynote at PFS Paraplanning event
- Tuesday, 02 April 2024
- Articles
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Read more ...Brown Shipley owner reports 15% rise in income
- Tuesday, 02 April 2024
- Articles
Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.
Read more ...ABI warns Govt over lifetime provider proposals
- Tuesday, 02 April 2024
- Articles
The Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime 'member choice' pension pots risk undermining the success of automatic enrolment.
Read more ...Editor’s Comment: Embracing the ’Tik Tok’ generation
- Thursday, 28 March 2024
- Articles
It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.
Read more ...Editor’s Comment: A new age for pensions is needed
- Thursday, 28 March 2024
- Articles
I have to confess I was quite pleased this week when Aegon pension sage Steven Cameron raised an issue that many have neglected: the fairness of the State Pension.
Read more ...Editor’s Comment: A costly legacy of firm failure
- Thursday, 28 March 2024
- Articles
It’s been a bad week for some adviser firms with no fewer than seven being declared as failed or under investigation by the Financial Services Compensation Scheme.
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