The managing director of a wealth manager has been chosen to lead a campaign to promote the benefits of seeing a Chartered Financial Planner in his region.
Read more ...Wealth firm MD to champion Chartered Financial Planners
- Thursday, 03 March 2016
- Articles
Seven new faces for global Financial Planning body
- Thursday, 03 March 2016
- Articles
The global Financial Planning Standards Board has announced seven new faces will join its Professional Standards Committee.
Read more ...Workplace pension scheme membership rises to 64%
- Thursday, 03 March 2016
- Articles
Workplace pension scheme membership has increased to 64% in 2015, the Office for National Statistics has revealed this morning.
Read more ...Schroders chief executive steps down amid major reshuffle
- Thursday, 03 March 2016
- Articles
The chief executive of Schroders will step down from his position after 15 years with the company and will take up a non-executive chairman role on the board.
Read more ...Six firms under FCA investigation over customer treatment
- Thursday, 03 March 2016
- Articles
Six firms in the life insurance sector are under investigation and may face disciplinary action over treatment of long-standing customers.
Read more ...Workers over-45 envious of retirees’ living standards
- Wednesday, 02 March 2016
- Articles
Pension savers are struggling with so-called ‘retirement envy’ as they see the living standards and lifestyles of people who are already retired, says new research.
Read more ...Just 35 emerging market funds grow in past year
- Wednesday, 02 March 2016
- Articles
Only 35 of the 2,654 funds invested in emerging market equities and available to UK retail investors have produced positive performance over the past year, according to analysis by an online investment platform. Read more ...
Advisers expect higher demand for IHT planning
- Wednesday, 02 March 2016
- Articles
Financial advisers are anticipating higher demand from clients for estate planning advice in the wake of changes being made to inheritance tax thresholds announced in the Government’s July Summer Budget.
Read more ...Women have barely half pension savings of men
- Wednesday, 02 March 2016
- Articles
Women, carers, the ethnic minorities and the self employed are well behind behind the average man when it comes to pension saving, according to a new TUC-sponsored report.
Read more ...ABI Protection Committee gets new chairman
- Wednesday, 02 March 2016
- Articles
The ABI has made a new appointment to its Protection Committee following the departure of it’s previous chair who left to join Zurich as global life chief executive.
Read more ...