Expanding Financial Planner and wealth manager MKC Wealth has appointed Quilter's Sarah Waring as Financial Planning director.
More than four out of 10 pension savers (44%) reckon they will retire before their current state retirement age even though only half (54%) have a financial plan in place, new research suggests.
Some 16% of defined contribution pension schemes with under £100m in assets scrutinised by The Pensions Regulator (TPR) has opted to wind up after a pilot into the effectiveness of its new rules on value for members.
Almost one in five (16%) Britons accessed pension savings without understanding the rules before doing so, according to a new report.
Northerners are more financially savvy than their Southern counterparts, according to a new study from Octopus Money.
Financial advisers have called on the Government to prioritise pension reforms that would lessen the tax burden on clients.
Wealth manager and Financial Planner Titan Wealth has completed its acquisition of North Eastern IFA Prism Financial Advice, adding £630m in assets under management.
FCA CEO Nikhil Rathi has said that the FCA will take a ‘pragmatic’ approach to enforcing its new Consumer Duty.
Equality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.
The Advice Guidance Boundary Review is considering the role of digital and automated channels in order for consumers to access pensions planning support, according to FCA CEO Nikhil Rathi.