Tilney has partnered with Bournemouth Symphony Orchestra (BSO) to support its award-winning work with people living with dementia.
Schroders and Lloyds Banking Group have confirmed their new joint venture Financial Planning business will be called Schroders Personal Wealth and will launch in June, subject to regulatory approval.
Sainsbury’s Bank has joined the Association of British Insurers (ABI) as an associate member.
Carla Brown has been named ‘Best Financial Planner’ at the latest EIS Awards.
The FCA has today announced the appointment of Wanda Goldwag as the new chair of the independent Financial Services Consumer Panel.
Financial Planning firm Tilney has urged pension savers: “carry forward, if you can.”
A recently-published court ruling could open HMRC up to new claims from investors who accidentally lose lifetime allowance ‘protection’ by forgetting to stop paying contributions to their schemes.
Shock revelations, brought to light under the Freedom of Information Act, have suggested more than 100,000 pension savers could be hit with six-figure tax bills following tiny uplifts to their pension.
The Pension Scams Industry Group (PSIG), the voluntary body set up to support trustees, providers and administrators in combating pension scams, has published the results of a new study.
Life planning guru George Kinder has launched his new book and a wider conversation which aims to established ‘a golden civilisation’.