Clifton Wealth Partnership has acquired Suffolk-based Financial Planning firm Morgan Law Financial Services, adding £138m in assets under management.
Nine in ten wealth managers (92%) and financial advisers expect retail and high net worth investors to invest more in private markets over the next five years, according to a new study.
There is a significant gap in HMRC’s collection of long-term savings data, Aberdeen Adviser has warned.
Half (50%) of workers would pay more into their workplace pension if their employer also paid a larger share, according to a new report.
Royal London has added event-based support features to its income protection cover, alongside traditional cover.
NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.
Almost two-fifths (38%) of workers fear they will never be able to afford to retire while more than four in five (83%) say rising living costs will leave them less comfortable in retirement.
One in ten workers under 30 (9.3%) entitled to join an auto-enrolment pension scheme are opting out, according to new research.
The Treasury has launched a new push to trace owners of matured child trust funds (CTFs) by setting up a new taskforce which includes major providers of the savings accounts.
Climate change is becoming a defining factor in pension outcomes, funding strategies and retirement security across the UK, the Society of Pension Professionals (SPP) has warned.