Fewer than one in 10 protection policyholders are confident they would be covered in the event of a dementia or Alzheimer’s disease diagnosis.
One in six (17%) mass affluent savers have stopped contributing to their workplace pension in the last 12 months, according to a new study.
Estates and wealthy individuals may have underpaid inheritance tax (IHT) by as much as £392m in the last tax year, according to a new report.
Around half of advisers reckon tax-related issues are now among the biggest factors shaping their approach, following announced IHT changes and ahead of their implementation in April.
A consumer group has warned that from next year savers could fall foul of an equity ISA cash trap.
The average pension saver is contributing £7,222 less every year than would be required for a comfortable lifestyle in retirement, according to analysis of new data from HMRC.
The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) New Generation Programme 2025/26 cohort has presented five projects showcasing year-long work designed to address challenges facing the financial services sector.
Specialist SIPP and SSAS provider Yorsipp has recruited Mark Randell from Standard Life to be strategic partnerships and distribution director.
Wealth management giants St James's Place and Rathbones have both previewed the launch of new TV-focused advertising campaigns focusing on the value of financial advice.
Twenty six of the UK’s investment platforms have signed up to a new Transfers Charter, committing to standards for speed, efficiency and transparency of investment transfers.