The Personal Finance Society has appointed London-based Guy Skinner and Wiltshire-based Rosa Nash to be the newest Financial Planner members of its PFS Power Financial Planning Practitioner Panel.
Read more ...IHT on pension pots will hit bank of Mum and Dad
- Tuesday, 19 August 2025
- Articles
Charging inheritance tax on unused pension funds will create confusion and increase the risk of gifting mistakes for the Bank of Mum and Dad and Gran and Grandad, equity release specialist Key Advice has warned.
Read more ...Veteran Welsh Chartered Planner joins Continuum
- Tuesday, 19 August 2025
- Articles
Welsh Chartered Financial Planner Kevin Thomas has joined Plymouth-based national advice firm Continuum, which is owned by M&G.
Read more ...Younger investors bet on property and pensions for retirement
- Tuesday, 19 August 2025
- Articles
The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement assets, according to new research.
Read more ...FNZ launches generative AI tool
- Tuesday, 19 August 2025
- Articles
Global platform engine FNZ has launched a generative AI tool that it has embedded into its wealth management platform.
Read more ...Active Chartered FP adds two Planners on 25th anniversary
- Tuesday, 19 August 2025
- Articles
Stockton-on-Tees based Active Chartered Financial Planners has recruited two new senior staff as it celebrates its 25th anniversary.
Read more ...Thousands sign pension-switch petition
- Monday, 18 August 2025
- Articles
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
Read more ...Parmenion adds withdrawal dashboard
- Monday, 18 August 2025
- Articles
Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.
Read more ...SimplyBiz launches ongoing review service option
- Monday, 18 August 2025
- Articles
Adviser support services firm SimplyBiz has launched an ongoing review service option to broaden its business consultancy service.
Read more ...Editor’s Comment: Investment barriers must be dismantled
- Monday, 18 August 2025
- Articles
Sasha Wiggins, the CEO of Barclays private banking and wealth management arm, has a job on her hands.
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