The annual Pension Awareness Week roadshows have gone virtual, with the launch of a five-day online event to help people with pensions, money and financial wellbeing.

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British over-65s now own mortgage-free property worth £1.124tn, an increase of £6,000 per household year on year, according to a new report.

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Platform charges have on average come down by five to seven basis points in the last five years and are set to continue to fall at the same rate, according to a new report.

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One-in-twenty workers are being ‘under-enrolled’ in company pension schemes by receiving less than the minimum legal contributions, or no contributions at all, according to new research.

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Experienced Financial Planner and wealth manager Christine Ross CFP, a client director at Handlesbanken, recently helped a 60-year old business owner make the most of his business sale.

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Financial Planning firm Applewood Independent has promoted Alex Pritchard to joint managing director alongside his father and founder David Pritchard.

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The Chancellor could introduce a limit to the tax-free lump sums taken from pensions, cut the pension annual allowance, and tax pensions when left to descendants to raise cash in the Autumn Budget.

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Thursday, 27 August 2020
Articles

Progeny has shared plans for its Adviser Academy to allow its future financial advisers to build their knowledge in law and tax, as well as financial advice.

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FNZ has challenged the decision by the Competition and Markets Authority to block its proposed merger with rival GBST, saying that the watchdog has an artificially narrow view of the platform market.

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Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.

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