Two out of five Britons over 55 will be saddled with debt going into retirement, a report has indicated.
The DWP is seeking suggestions on how it can stop SSASs being used in pension scams.
Financial Planners may be missing out on many possible client referrals for auto enrolment due to accountants failing to recommend specialist advice.
A ban on pension cold calls should be extended to emails and text messages, says the PFS and an adviser who began the campaign.
An IFA business based in the north west of England has been bought by a Financial Planning group in a deal worth just under £300,000.
Some advisory firms are failing to adequately assess clients’ capacity for loss - a key element in risk profiling, a former FCA technical specialist has told Financial Planners.
Financial Planners were warned this morning that there is new rigour entering the compliance arena for choosing DFM partners.
Financial Planners should avoid ‘retrofitting’ when it comes to doing due diligence on DFMs, a former FCA technical specialist said this morning.
The Financial Conduct Authority’s chief executive will be grilled by Lords today as part of a probe into poor understanding of money related matters.
A 22-year old wealth manager has become the youngest ever Fellow of the Personal Finance Society.