Pension transfer specialist Tideway has claimed that UK workers could collectively be up to £25bn out of pocket if they are persuaded not to take advantage of final salary transfer offers by negative publicity on DB transfers.
Read more ...Millennials have ‘no clue’ about £4trn IHT risk
- Tuesday, 12 November 2019
- Articles
More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.
Read more ...HNW investors ‘cautious but optimistic’, says UBS report
- Tuesday, 12 November 2019
- Articles
Wealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.
Read more ...IFA firm says Farage election ‘pact’ will boost sterling
- Tuesday, 12 November 2019
- Articles
The pound will receive a boost after Nigel Farage’s Brexit Party will not be pitted against Conservatives in 317 seats in next month’s election.
Read more ...IFA and wealth manager makes new senior hire
- Monday, 11 November 2019
- Articles
IFA and wealth manager Vintage has appointed a new CEO to head up its wealth management arm.
Read more ...Royal London predicts ‘safety first’ party pension policies
- Monday, 11 November 2019
- Articles
A new policy paper from Royal London predicts ‘safety first’ policies on pensions in the manifestos of the major political parties.
Read more ...DFM firm achieves £7bn assets milestone
- Monday, 11 November 2019
- Articles
Tatton Asset Management, the on-platform discretionary fund management (DFM) and support services business for IFAs, has today issued its interim results for the six-month period ended 30 September.
Read more ...AFH hits £6bn in funds and boosts revenues
- Monday, 11 November 2019
- Articles
Financial Planning-led wealth manager AFH has boosted funds under management to £6bn, the firm’s latest annual figures have revealed.
Read more ...Advisers sceptical of technology closing advice gap
- Monday, 11 November 2019
- Articles
New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
Read more ...Phoenix appoints ex-Aviva boss Briggs as CEO
- Friday, 08 November 2019
- Articles
Former Aviva UK Insurance CEO Andy Briggs is set to replace the retiring group chief executive Clive Bannister at the helm of Phoenix Group Holdings.
Read more ...