Only 12% of advised clients want ESG factors to be a major influence on how their portfolio is managed, according to a new report.
Read more ...Planners expect rise in wealth transfer advice
- Tuesday, 12 July 2022
- Articles
Three in four Financial Planners (71%) expect the demand for wealth transfer advice to increase in the next three years, according to a new report.
Read more ...PFS begins hunt for an interim CEO
- Tuesday, 12 July 2022
- Articles
The Personal Finance Society, the professional body for Chartered Financial Planners, has begun the process of recruiting an interim CEO.
Read more ...AFH-owned insurance broker enters liquidation
- Tuesday, 12 July 2022
- Articles
FCA-authorised retail insurance broker Eunisure Limited has gone into liquidation.
Read more ...FCA halts new contributions at troubled Hartley Pensions
- Monday, 11 July 2022
- Articles
The FCA has banned troubled SIPP provider Hartley Pensions Limited from accepting new pension contributions.
Read more ...FCA to pay £4,000 to firm which caused £100m in losses
- Monday, 11 July 2022
- Articles
The FCA has been ordered to pay £4,000 compensation to a complainant which caused £100m in consumer losses and redress.
Read more ...Planners underestimating client vulnerability
- Monday, 11 July 2022
- Articles
Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.
Read more ...2 in 5 banking on inheritance to fund retirement
- Monday, 11 July 2022
- Articles
Two in five Britons who expect an inheritance said they needed the money to fund their retirement, according to new research.
Read more ...Evelyn Partners hires investment director from Quartet
- Monday, 11 July 2022
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Oliver Robson as an investment director.
Read more ...Ex-Pensions Minister back in temporary DWP role
- Monday, 11 July 2022
- Articles
Former Pensions Minister Guy Opperman MP has returned to the Government in a temporary advisory role as Parliamentary Under Secretary of State at the Department for Work and Pensions (DWP).
Read more ...