Scottish Widows has unveiled four ‘risk-managed’ multi-asset Retirement Portfolio funds aimed at clients considering or taking withdrawals using the Scottish Widows Retirement Account.
National Financial Planner and retirement specialist LEBC has urged all parts of the pensions sector to back the Pensions Dashboard to help beat pensions scams and improve consumer engagement.
Nearly half of UK millennials have little chance of fulfilling the lifestyle aspirations of their parents and achieving the traditional life goals they want because 7.8m have no long-term savings product.
High profile Chartered Financial Planner Martin Bamford FPFS is to launch a new media business to help Financial Planners reach clients with podcasting, social media and publishing.
Phoenix Group Holdings is planning to buy Standard Life Assurance, the insurance operation, and Vebnet Limited (Standard Life’s employee benefits arm) for a total of £3.24bn.
Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.
John Cubitt Chartered FCSI has been appointed President of the Chartered Institute for Securities & Investment (CISI) Northern Ireland branch.
The FCA has warned that fraudsters are claiming to use the name TSB try to con investors.
The Personal Finance Society has called balanced interevention as it warns that MPs attack on some BSPS pension transfer advice will damage the reputation of all advisers.
AJ Bell, the rapidly growing platform and Sipp provider, is considering floating on the stock market, according to Sky News reports.