More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.
Read more ...'Overwhelmed' savers desperate for pensions dashboards
- Tuesday, 19 November 2024
- Articles

EV adds IHT functionality to Financial Planning tool
- Tuesday, 19 November 2024
- Articles

Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.
Read more ...19% are clueless about pension contributions
- Tuesday, 19 November 2024
- Articles

One in five (19%) people don’t know much they and their employer is contributing to their pension.
Read more ...Succession Wealth snaps up £1.1bn AUA True Wealth
- Monday, 18 November 2024
- Articles

Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
Read more ...Beaufort Wealth Management completes MBO
- Monday, 18 November 2024
- Articles

Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.
Read more ...Transact allows pensions to be opened online
- Monday, 18 November 2024
- Articles

Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.
Read more ...FCA to consult small IFA firms over advice shake-up
- Monday, 18 November 2024
- Articles

The FCA is to hold round tables with smaller advice firms in the first half of 2025 over its plans to open the door to cheaper, simplified advice services to enable more consumers to access support at an affordable price.
Read more ...Investors confused by Reeves’ Budget
- Monday, 18 November 2024
- Articles

A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.
Read more ...2 advisers banned and fined for 'reckless' action
- Monday, 18 November 2024
- Articles

Two financial advisers whose clients worked in the medical and dental community have been fined more than £6,000 each and banned by the FCA for recklessly breaching an asset requirement imposed on the firm.
Read more ...Editor’s Comment: FCA must get ‘naming and shaming’ right
- Monday, 18 November 2024
- Articles

It’s no secret that the FCA has come in for flak over it’s naming and shaming enforcement plans and it’s no surprise it has decided to dilute them as a result. But should it be backing off?
Read more ...