The Consumer Duty Alliance is offering Financial Planners and adviser firms which are members a free version of Money Alive Office videos, including its new ‘Investment Risk’ and popular ‘Protect Yourself From Scams’ box sets.
Read more ...Election: women more focused than men on pension promises
- Tuesday, 25 June 2024
- Articles
Women are more likely to vote for a political party that keeps the Triple Lock, cuts council tax or pledges to avoid increasing the state pension.
Read more ...CII warns about ‘one-size-fits-all’ diversity regulation
- Tuesday, 25 June 2024
- Articles
The financial services sector needs to look at the “cultural change” that the FCA is creating through its regulations surrounding equality, diversity and inclusion (EDI) rather than the regulations per se, the Chartered Insurance Institute has urged.
Read more ...Pension transfer times fall as volumes increase
- Tuesday, 25 June 2024
- Articles
Despite pension transfer volumes rising, transfer times have been decreasing, according to new data published by fintech Origo.
Read more ...Investment manager slams £5.4bn Hargreaves' bid
- Tuesday, 25 June 2024
- Articles
Lancaster Investment Management has criticised the potential £5.4bn takeover of Hargreaves Lansdown by a private equity consortium.
Read more ...DC savers divided over retirement prospects
- Monday, 24 June 2024
- Articles
People with a DC pension are divided when it comes to confidence about their future comfortable retirement, according to new research.
Read more ...Segmentation can help boost client outcomes says report
- Monday, 24 June 2024
- Articles
Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.
Read more ...FCA aims to ban 3 over 'tangled web' of £69m pension fund
- Monday, 24 June 2024
- Articles
The FCA has provisionally decided to ban and fine three individuals who were involved in running SVS Securities Plc, a discretionary fund manager which went into administration five years ago.
Read more ...Living cost woes lead to retirement concerns
- Monday, 24 June 2024
- Articles
Most workers are struggling to meet basic living costs leading to a sharp decline in their confidence in their retirement plans, according to new research published today.
Read more ...Brooks Macdonald appoints new CEO
- Monday, 24 June 2024
- Articles
Wealth manager and Financial Planner Brooks Macdonald has appointed chief financial officer Andrea Montague as its new group chief executive to replace Andrew Shepherd, who will retire after 22 years with the group.
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