More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.
Read more ...Jobs axed at protection challenger Guardian
- Friday, 12 July 2019
- Articles
Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.
Read more ...Using a SSAS to help a business move forward
- Friday, 12 July 2019
- Articles
Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
Read more ...ABI names new chair after sudden exit of predecessor
- Thursday, 11 July 2019
- Articles
The Association of British Insurers has named Allianz Insurance chief executive Jon Dye as its new chair following the sudden resignation of Amanda Blanc last week.
Read more ...CII backs diversity and inclusion campaign for profession
- Thursday, 11 July 2019
- Articles
The Chartered Insurance Institute to run a series of diversity and inclusion events with local institutes to celebrate and explain the benefits of diversity and inclusion for the profession during the ‘DiveIn’ festival in September.
Read more ...MiFID II concerns top adviser’s list of headaches
- Thursday, 11 July 2019
- Articles
Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.
Read more ...Protection challenger Guardian appoints interim CEO
- Thursday, 11 July 2019
- Articles
Protection challenger Guardian has promoted Katya MacLean to interim CEO to cover for CEO Simon Davis who is stepping down temporarily for personal reasons.
Read more ...Families with ‘multi-retired generations’ to double to 1.2m
- Thursday, 11 July 2019
- Articles
Multi-retiree families will soar to over 1m over the next 20 years, according to a new study.
Read more ...PFS welcomes new DB transfers guidance
- Thursday, 11 July 2019
- Articles
The Personal Finance Society (PFS) has welcomed the launch of the new DB Transfers Guidance document by PASA.
Read more ...Wren Sterling acquires Financial Planning firm
- Wednesday, 10 July 2019
- Articles
IFA firm Wren Sterling has acquired T D Armstrong Financial Planning Limited, a Dunfermline-based independent Financial Planning business.
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