Financial services consultancy the lang cat has added a pricing engine as part of an upgrade to its Platform Analyser adviser tool.
Read more ...Savers resist urge to raid pensions during lockdown
- Saturday, 25 July 2020
- Articles
March and April saw big falls in the number of people enquiring about and accessing their pensions, according to data released today.
Read more ...Financial Planners reduce hours to care for others
- Friday, 24 July 2020
- Articles
Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.
Read more ...Access to advice a concern for Pension Freedoms
- Friday, 24 July 2020
- Articles
Access to advice remains a major concern for Financial Planners four years into Pension Freedoms, according to new research.
Read more ...AJ Bell sees 26% customer rise as D2C grows
- Friday, 24 July 2020
- Articles
Total customer numbers at AJ Bell increased 282,619 over the last 12 months and 8% in the quarter, with total net inflows for the quarter of £1.2bn.
Read more ...Financial Planning will bounce back – Quilter
- Friday, 24 July 2020
- Articles
Financial Planning firms that embrace change will be the winners despite FCA data revealing that revenue growth was weaker in 2019 than in previous years, according to Quilter.
Read more ...CISI Financial Planning Conference moves online
- Friday, 24 July 2020
- Articles
The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.
Read more ...Over 55s fear care costs as councils cut funding
- Friday, 24 July 2020
- Articles
As councils imply they will provide less funding for those needing long-term care, over-55s are more concerned than ever about meeting care costs, according to a new report.
Read more ...Wealth manager launches counselling service
- Friday, 24 July 2020
- Articles
Quilter has partnered with workplace mental health specialist Spill to launch online resources and a counselling service its Financial Planners and their staff.
Read more ...Financial Planners hit by 17% PI premium rise
- Thursday, 23 July 2020
- Articles
The average professional indemnity premium paid by Financial Planning firms has risen to 2.3% of average regulated revenue in 2019, according to the FCA’s retail intermediary market data released today.
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