Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.
Read more ...Older client opportunity ‘wasted’ without a new approach
- Monday, 09 December 2019
- Articles
A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.
Read more ...Planner Casebook: A complex divorce case with a twist
- Friday, 06 December 2019
- Articles
Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.
Read more ...Bond fund sales boost monthly inflows to £2.5bn
- Friday, 06 December 2019
- Articles
After several months in the doldrums, fund sales perked up in October with a surge in bond fund investment.
Read more ...Financial Planner Paradigm Norton unveils 'Leadership Academy'
- Friday, 06 December 2019
- Articles
Bristol-based Financial Planning firm Paradigm Norton has set up a ‘Leadership Academy’ to train the next generation of company leaders.
Read more ...Financial advice helps tackle client ‘over-caution’
- Friday, 06 December 2019
- Articles
A new survey has found that 34% of advised clients become less cautious about investment risk following a discussion with their adviser, compared to just 16% who become more cautious.
Read more ...AJ Bell profits soar as £10m charity plan unveiled
- Thursday, 05 December 2019
- Articles
Platform and SIPP provider AJ Bell saw pre-tax profit rise by 33% to £37.7m in the year ended in September, the company reported today.
Read more ...Pensions fuel 9% rise in household wealth over two years
- Thursday, 05 December 2019
- Articles
Rising private pension and property wealth fuelled a 9% rise in median household net wealth in Great Britain in the two years to March 2018, according to the latest ONS report.
Read more ...FCA says firms must protect clients against business disruption
- Thursday, 05 December 2019
- Articles
The FCA, Prudential Regulation Authority and the Bank of England have jointly published plans to develop new requirements for regulated firms to ‘strengthen’ operational resilience in the financial services sector.
Read more ...546 firms report MiFID II errors to FCA
- Thursday, 05 December 2019
- Articles
A total of 546 firms have admitted to errors in their MiFID II transaction reporting to the FCA since the new requirements began just under two years ago, according to a study out today.
Read more ...