Medical screenings by LV= can now be held in policyholders’ gardens, with alternative options considered for those not wanting home visits.
Read more ...Chartered Planner Fidelius acquires 2 firms
- Thursday, 11 June 2020
- Articles
Chartered Financial Planning firm Fidelius is to acquire two Financial Planning businesses from Pacific Asset Management (PAM) in a swap deal.
Read more ...14% fail to discuss retirement plans with parents
- Thursday, 11 June 2020
- Articles
Despite significant concerns about the cost of care, many adults have never discussed retirement plans and finances with their parents, according to new research.
Read more ...Financial Planners to stick with remote working
- Thursday, 11 June 2020
- Articles
Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.
Read more ...IHT tax reclaims double in 2 years
- Thursday, 11 June 2020
- Articles
The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.
Read more ...Ex-pro footballers join new Tilney sports arm
- Wednesday, 10 June 2020
- Articles
Two ex-professional footballers have joined Tilney to help kick off its new team advising professional sports people.
Read more ...Defaqto adds video calling to FP software
- Wednesday, 10 June 2020
- Articles
Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
Read more ...Financial Planner holds staff 'away day' in a garden
- Wednesday, 10 June 2020
- Articles
A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.
Read more ...CISI Ireland appoints new President
- Wednesday, 10 June 2020
- Articles
The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.
Read more ...Planners call for ‘value of advice’ campaign
- Tuesday, 09 June 2020
- Articles
More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.
Read more ...