Over half of non-retirees (56%) are worried that they are failing to save enough for retirement.
Read more ...56% of non-retirees worried about pension shortfall
- Wednesday, 15 September 2021
- Articles
Families 'overpaid' £280m IHT on insurance payouts
- Tuesday, 14 September 2021
- Articles
Over £280m of inheritance tax may have been unnecessarily paid on life insurance policies in 2018/19 which could have been avoided if the policies had been written in trust, according to a leading Chartered Financial Planner.
Read more ...Standard Life partners with Key for equity release
- Tuesday, 14 September 2021
- Articles
Standard Life, now part of savings and retirement business Phoenix Group, is to partner with Key to launch a range of lifetime mortgage products under the new Standard Life Home Finance brand.
Read more ...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles
Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
Read more ...Only 4 in 10 plan to invest excess pandemic cash
- Tuesday, 14 September 2021
- Articles
Only 4 in 10 people have decided so far to invest spare cash saved during the Coronavirus pandemic, according to new research.
Read more ...Tilney Smith & Williamson expands biz development team
- Tuesday, 14 September 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is expanding its adviser business development team with two senior hires, increasing the department to five over the past six months.
Read more ...Profit and revenues fall at Carey Pensions parent
- Tuesday, 14 September 2021
- Articles
STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.
Read more ...CISI awards 6 Honorary Fellowships for 2021
- Tuesday, 14 September 2021
- Articles
The Chartered Institute for Securities & Investment has awarded six Honorary Fellowships for 2021, one of its highest honours for members.
Read more ...4 in 10 new planners from graduate background
- Monday, 13 September 2021
- Articles
Four out of 10 Financial Planners enter the profession after graduate-level education, according to research by the Personal Finance Society and the Chartered Insurance Institute.
Read more ...Young adults want to retire at 59 on £26k a year
- Monday, 13 September 2021
- Articles
A typical young adult aged 20-40 wants to retire at 59 with an annual retirement income of £26,000, according to new research.
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