Articles
Hargreaves Lansdown is offering £25 cashback to clients who open a cash ISA in the next few weeks, depending on the amount transferred to its cash ISA platform.
Around 12m State Pensioners will be more than £800 a year better off from 6 April but the extra cash could push many into a tax-paying bracket for the first time, experts have warned.
A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.
More than £2.6bn has been stolen through investment fraud in the UK since the start of 2020, according to new research by the Pensions Management Institute (PMI).
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
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Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.
It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.
A very Happy Easter to all of our readers, advertisers and supporters from the team at Financial Planning Today.
ABI warns Govt over lifetime provider proposals
Written by Kat MitchellThe Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime 'member choice' pension pots risk undermining the success of automatic enrolment.