Three quarters (74%) of pension schemes have net zero plans in place or will have within the next two years, according to a new survey.
Read more ...Third of clients expect Planner to be ESG expert
- Wednesday, 25 May 2022
- Articles
Over a third (35%) of clients expect their Financial Planner to be an expert on environmental, social and governance investments.
Read more ...Wealth firm acquisitions boost profit 83% for 7IM
- Wednesday, 25 May 2022
- Articles
Discretionary fund manager 7IM saw profits rise to £9.5m in 2021, a rise of 83% from 2020.
Read more ...Q&A with Noel Maye, CEO of global planning body FPSB
- Wednesday, 25 May 2022
- Articles
Noel Maye, CEO of the Denver-based Financial Planning Standards Board, is standing down after 20 years at the helm of the global Financial Planning standards organisation which sets the benchmarks for Certified Financial Planners around the world. Financial Planning Today caught up with him to ask him about his milestones, the progress of Financial Planning in the UK and his plans for the future.
Read more ...NS&I to increase Premium Bonds prize fund rate
- Tuesday, 24 May 2022
- Articles
NS&I will increase the Premium Bonds prize fund rate from 1% to 1.4% from the June prize draw.
Read more ...Over 3 in 4 pension transfers raise red flags in April
- Tuesday, 24 May 2022
- Articles
A record high 78% of pension transfers raised at least one warning sign of potential scam activity in April.
Read more ...FOS quick settlement push sees £22m redress to consumers
- Tuesday, 24 May 2022
- Articles
The Financial Ombudsman Service’s (FOS) quick complaints settlement initiative has seen £22m in redress secured for consumers.
Read more ...April IHT receipts rise £10m
- Tuesday, 24 May 2022
- Articles
Inheritance tax (IHT) receipts rose to £0.5bn in April, a £10m rise year-on-year.
Read more ...Charles Stanley reveals hybrid advice will cost £900
- Tuesday, 24 May 2022
- Articles
Wealth manager Charles Stanley has revealed that the one-off fee for its new hybrid advice service 'OneStep' will be £900 (£750 plus VAT).
Read more ...Brooks Macdonald to acquire £250m Midlands IFA
- Monday, 23 May 2022
- Articles
Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.
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