A well known adviser has been described as being a Financial Planning pioneer, 20 years ahead of the principles RDR aimed to introduce, after news of his death emerged.
An adviser, whose clients once included Sting and Pink Floyd drummer Nick Mason, has died following a long battle with cancer.
A proposed £500 allowance to enable people to use their pension savings to pay for advice would be shunned by nearly two thirds of over 50s.
A Bury-based financial advisory firm had made a quartet of appointments – with more on the cards.
Scandals surrounding tax evasion and aggressive tax avoidance have put off clients of 15% of advisers from using legitimate tax planning techniques, research has indicated.
The FCA has appointed a director of supervision for investment, wholesale and specialists to take up the role formerly held by acting chief executive Tracey McDermott.
The total value of the UK’s pension savings is just 2% below its all-time high following the recent rally in financial markets, a report has concluded.
A Yorkshire Financial Planning business has earned CISI Accredited Financial Planning Firm status.
The chief executive of AXA UK & Ireland is to leave his role, the company revealed this morning.
AXA UK has agreed to sell its remaining, non-platform UK investment and pensions business, and its direct protection business SunLife, to Phoenix Group Holdings.