Quilter’s UK platform Old Mutual Wealth is to introduce ‘family-linking’ of accounts from April - a move it says will save most investors money.
Read more ...58% of older clients want advice on retiring early
- Thursday, 20 February 2020
- Articles
The top question asked of financial advisers by older clients was whether they can afford to retire early, according to a new survey.
Read more ...PFS joins Armed Forces charity body serving 6m
- Thursday, 20 February 2020
- Articles
The Personal Finance Society’s pro bono financial guidance campaign to help 6m serving and veteran Armed Forces members has received official recognition.
Read more ...Schroders PW to be ‘top 3 Financial Planner’ by 2023
- Thursday, 20 February 2020
- Articles
Schroders Personal Wealth, the new Financial Planning venture jointly owned by Schroders and Lloyds Bank, is aiming to become a top 3 ‘Financial Planning’ business by 2023.
Read more ...2 online D2C firms combine to reach 570,000 investors
- Wednesday, 19 February 2020
- Articles
Online consumer investment platform interactive investor (ii) is to buy rival The Share Centre, creating a combined group with 570,000 customers.
Read more ...Investment manager IPS merges with Financial Planner
- Wednesday, 19 February 2020
- Articles
Investment manager IPS Capital LLP has merged with a close neighbour - wealth manager and Financial Planner Prospect Wealth Management.
Read more ...Surprise jump in CPI inflation from 1.3% to 1.8%
- Wednesday, 19 February 2020
- Articles
CPI inflation unexpectedly jumped from 1.3% in December to 1.8% in January, ONS reported today.
Read more ...Franklin to buy rival Legg Mason in £1.15 trn tie-up
- Wednesday, 19 February 2020
- Articles
Fund manager Franklin Templeton is to acquire rival Legg Mason in a deal which will create a global business managing £1.15 trillion in assets.
Read more ...Two new firms join CISI's Accredited elite
- Wednesday, 19 February 2020
- Articles
The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.
Read more ...Vanguard launches SIPP capped at £375 annual fee
- Wednesday, 19 February 2020
- Articles
Fund manager and platform Vanguard has unveiled its own SIPP product, the Vanguard Personal Pension.
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