An industry-wide awareness week on Pensions Dashboards will return in September with online events designed to encourage knowledge sharing, insight, and best practice as companies prepare for the dashboards connections starting in eight months.
Read more ...Verso recruits senior exec for new private client arm
- Tuesday, 23 July 2024
- Articles
Digital wealth manager Verso Wealth Management has recruited Brown Shipley’s James Robertson as client director to help built its new investment service, Verso Private Client (VPC).
Read more ...Tatton tops most recommended MPS list
- Tuesday, 23 July 2024
- Articles
Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the second quarter of the year
Read more ...Clients 'concerned' about their adviser retiring
- Tuesday, 23 July 2024
- Articles
One in five (20%) people who use Financial Planners or advisers say they are “very concerned” about the prospect of them retiring and a further fifth (26%) say they are “quite concerned”.
Read more ...Kensington adviser goes into liquidation
- Tuesday, 23 July 2024
- Articles
Financial adviser and ISA provider London Court Limited (FRN 146522) has entered creditors’ voluntary liquidation less than a year after the FCA placed restrictions on the firm.
Read more ...Millions may delay retirement as savings gap widens
- Tuesday, 23 July 2024
- Articles
An extra 1.2m people are facing a worse retirement lifestyle than in 2023, according to the annual retirement report from Scottish Widows.
Read more ...UK savings grow as households reluctant to spend
- Monday, 22 July 2024
- Articles
New data on the nation’s finances published by the Office for National Statistics today showed that the UK saving ratio now stands at 11.1%, higher than it was before the pandemic.
Read more ...CII appoints Financial Planner to board
- Monday, 22 July 2024
- Articles
The Chartered Insurance Institute (CII) has appointed three new group board members, including Chartered Financial Planner Roger Jackson.
Read more ...Just 6% of advisers are using AI
- Monday, 22 July 2024
- Articles
Only one in 20 independent financial advisers currently use AI despite half believing it presents an opportunity for their businesses, according to a new study.
Read more ...HL extends bid deadline while revealing record AUA
- Monday, 22 July 2024
- Articles
Hargreaves Lansdown has given more time for a private equity consortium to firm up its £5.4bn offer for the company as its latest trading update revealed it had reached a record AUA of £155.3bn.
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